$ORCL is early to one of the largest AI infrastructure buildouts in the world.
If OCI keeps growing near these rates, cloud growth accelerates above 50% and customer prepayments reduce the funding burden then this selloff may eventually look like the painful funding phase before
$ORCL has signed one of the largest future demand pipelines in enterprise technology.
The backlog added $85B in one quarter. The market still sold the print 5% on the $40B financing plan.
Full breakdown of the $ORCL print: the 93% OCI growth, bookings outrunning conversion 4 to 1, and the case that the $40B financing plan is more strategic than desperate.
$SPCX will go up, then down, but is a $10 plus trillion dollar company in the making. 🚀
$SPCX Market Cap if I had to guess.
Day of IPO: > $2.5 Trillion
90 days after IPO <$1.5 Trillion
Bottom $1 Trillion
Within 3 years > $4 Trillion.
Long term it will rocket. Short term feels more choppy. 👀
$SPCX IPO helped re-rate the space trade this year and Anduril going public in 2027 could do the same for drones.
$MRCY is my picks-and-shovels play on this thematic since they supply the AI “brains” inside modern drones and defense platforms while backed by record orders of
I like to call $AVGO the Uncle Sam of the new AI economy.
Broadcom taxes the custom silicon layer across major AI platforms from $GOOGL TPU and $META MTIA to newer Anthropic and OpenAI programs making money no matter where AI demand ultimately lands.
The reason I own $AAOI is because it builds the optical connectivity that lets AI chips move data across data centers.
As AI scales toward 500K+ GPU factories, copper becomes the bottleneck & optics become plumbing that moves data fast enough for training & inference to work.
TUNE INTO FOX BUSINESS
I’ll be covering:
• Why tech pullback looks more like a rates-driven reset than a breakdown in AI demand
• How I’m thinking about $SPCX & $NVDA in space-based AI compute theme
• $AAOI role in AI data center buildout as optics become connectivity layer
Equities, AI & the Space Economy | Futurum Equities Ep. 27
Futurum Equities January 17, 2026 9:01 am
Geopolitics, NVIDIA’s AI Inference Push & Emerging Market Growth | Futurum Equities Podcast Ep. 26
Futurum Equities January 10, 2026 9:00 am
2026 Stock Predictions | Futurum Equities Podcast Ep. 25
Futurum Equities December 24, 2025 8:34 am
AI Data Centers, the Next Bottleneck & the Santa Rally | Futurum Equities Podcast Ep. 24
Futurum Equities December 20, 2025 10:00 am
Broadcom & the AI Shift | Futurum Equities Podcast Ep. 23
Futurum Equities December 19, 2025 10:30 am
Is Google Overvalued? The AI Boom, Meta’s Rise & Market Outlook | Futurum Equities Podcast Ep. 21
Futurum Equities December 19, 2025 10:00 am
Blow-Off Top or Final Melt-Up? Zeberg & King on AI, Crypto, and What Breaks First
Stocktwits October 28, 2025 7:06 pm
Money20/20 Rumors, China Truce Hopes, and Why Silver Might Blink First
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CPI Pop, Tesla Rips, and Lia’s Swing-Trading Playbook ($BITF, $CIFR, $UPS, $TLT)
Stocktwits October 24, 2025 6:42 pm
🟡 DAILY RIP LIVE PRESENTED BY GRANITESHARES - WITH KATIE PERRY & WILLIAM RHIND CEO OF GRANITESHARES
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AI, Energy, and the Debasement Trade: Inside Phil Rosen’s Market Playbook
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Katie Perry & Bloomberg’s Steve Hou on Trade Wars, Gold, and Tokenized Dinosaurs
Stocktwits October 14, 2025 6:49 pm