Locator: 48798ORACLE.
There is simply too much going on to cover everything.
For me, today, as an investor, the big story is Oracle.
Remember: this is not an investment site. See disclaimer. This is for me only, for the archives. Please don't read.
Stargate: oh, oh. Exclusive in The WSJ. I track Stargate here. Stargate struggling. This story may have legs, or it's simply one should expect in a $500-billion start-up with individuals at the top with strong personalities.
Today:
- CNBC: OpenAI expands Oracle data center deal; says parts of Stargate 1 in Texas are operational
- it was also a huge story streaming on CNBC this morning
- "all" the tech stocks are down today: CNBC discussed but it was mostly blah, blah, blah
- Inside Monkey: a stand-alone story on Oracle and Jim Cramer -- "almost Palantir like."
- from the blog, July 9, 2025:
- Tech: I've suggested before that Oracle is the poor man's Palantir. This certainly suggests this could be correct. Link here.
Bottom line:
- I added to my position in Oracle today;
- note: when I say "my" position, that is a "figure of speech." I'm literally moving money from my estate / portfolios to those of our five grandchilden.
- in this case, the new shares in Oracle are going to the three youngest grandchildren
