Source material behind every call on the tape.
Oracle has been interesting business recently. They are spending $56bn on capital to build datacenters. They are trying to be a hyperscaler but they don't have luxury of cash flows like other hyperscalers to bear this huge capex, so they …
**This smells fishy** From filings and press: on Jul 10, 2026 Data I/O (DAIO) entered a non‑binding letter of intent to acquire embedded software security IP from IAR. The company says Q2 results will be reported on Jul 23, 2026. …
https://preview.redd.it/heba6r6yz0dh1.png?width=2048&format=png&auto=webp&s=2cf75379f9b519c402c2623d67d79b998e5f9302 Tech stocks are down amid geopolitical tensions and a sell-off in Korean markets. Many of these companies have strong business models. Take MU, for example: it beat earnings estimates by more than 25%, yet the stock is still down. …
We need all the help we can get on Hedera. Supra Oracle is at fault and we haven’t gotten a straight answer from anyone of the path going forward. 100k bounty and a job. I am livid
https://preview.redd.it/wnxpx5azx0dh1.png?width=979&format=png&auto=webp&s=b96e4027a9f8a065b7efd8a087feb61ffa931ad4 One AI tool is a test. Two AI tools - one for exploration data, one for site monitoring - start to look like a strategy. Nred isn't just adding properties anymore. It's adding capabilities across different stages of the …
VisionWave has been one of the more interesting defense tech companies I've been following recently. The Meteor Aerospace transaction really caught my attention. A 51% controlling interest gives VWAV exposure to unmanned systems, electronic warfare and other advanced defense technologies. …