[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"The $65B in performance obligations from X major customers (excluding OpenAI) is a game-changer for $ORCL's AI narrative. Combined with better-than-expected AI gross margins this validates Oracle's positioning in the enterprise AI infrastructure race. The FY2030 targets ($225B revenue $XX EPS) seem ambitious but increasingly credible given OCI's momentum. Cloud infrastructure is clearly becoming Oracle's crown jewel"
X Link @investigato89 2025-10-17T09:49Z 1859 followers, XXX engagements
"$ORCLs XX cloud rev was like 20b so this is like 8x in X years. For comparison 2024 rev for $GOOGL $AMZN $MSFT SUMS to about 225b. Seems realistic"
X Link @subprimewealth 2025-10-16T17:57Z XX followers, XXX engagements
"Depreciation is over X years so you need to discount that. If we assume 5-year depreciation the actual gross margin is probably 25-30%. $ORCL"
X Link @FundaBottom 2025-10-16T17:44Z 4387 followers, 2163 engagements
"If you think $ORCL's XX% OPM is reasonable then $CRWV is dirt cheap right now"
X Link @FundaBottom 2025-10-16T17:30Z 4388 followers, 6687 engagements