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Oracle's numbers are insane but the stock just won't stop falling. Down 25% in two weeks.

Oracle reported Q4 FY2026 a week ago $19.2B revenue (+21% YoY), cloud infrastructure up 93% to $5.8B, EPS of $2.11 beating estimates by 15 cents, and a record $32B in operating cash flow for the year. Backlog sits at $638B. ​ The stock opened 10% lower the next morning and …

SPCX One Month Later

I turned off my phone. See you next month

Portfolio guidance and review

Mid 40’s and appear to be on track for my retirement goals. Current portfolio: VOO 76% / VXUS 9.5% / VXF 4.75/ AVUV 4.75%/ Cash equivalent 5% Looking had adding a little defense tilt with XAR or similar. Just 5-10% VOO 71.25 / VXUS 9.5 / VXF 4.75 / AVUV …

The last time I sell a covered calls stg

Took out a small bit of margin to cover the entirety of this hood position and sold a covered call to hedge a little bit. Should not have done that 🤷‍♂️ I guess I’ll let it ride. Idk I’m just a regard

🔴 HISTORIC FOMC LIVE: Kevin Warsh FED Speaks Rate HIKES Inflation Interest Rate Decision

($LTRN) Does It Make Sense for Lantern to Announce withZeta Before BIO2026?

Interesting timing question regarding withZeta. Lantern's CEO, Panna Sharma, is scheduled to participate in a BIO2026 executive roundtable on June 23 focused on AI-driven drug development, biotech innovation, and the future of life sciences. Given that management has repeatedly highlighted withZeta, discussed commercialization plans, and suggested it could become a …

BMW is why you do not buy cyclical businesses at low PEs

Cyclical industry investing is challenging. When business is booming, earnings soar, making valuations look very attractive. However, these high watermark earnings levels are susceptible to rapid decline from any macroeconomic or competitive supply shocks. The auto manufactures have always been susceptible to reality. Making cars is not a very good …

Bullish Setup on AIMD — Fresh Catalyst + Low Float = Bounce Potential

AIMD bouncing off these levels after today's news on: New research program with National Taiwan University taking Smell AI from environmental/industrial sensing into digital breath intelligence for dyspneic patients in emergency settings. Low float micro-cap with real traction building on the AI Nose side — semis deployments scaling + healthcare …

Thoughts on INGR as a dividend/value holding?

First time caller, long time listener. ​ I am 38. Looking at building a div income sleeve that I can access in about 10-14 years. All of this would be in a taxable account and probably never go beyond 5-7% of that acct in my overall portfolio. ​ Ingredion (INGR) …

Roth conversion vs rolling into solo 401k

Hi all, After I left my last job I moved my 401k to Fidelity and it became a rollover IRA. My income is now higher and I want to start doing a backdoor IRA but I can’t do this while I have the rollover IRA. It seems like my two …