Thursday, June 11, 2026

Oracle -- Investing -- June 11, 2026

Locator: 50956INVESTING. 

Personal investing: again, for the extended family; not for general readership.  

Posted earlier:

  • SpaceX: 4x oversubscribed. 
    • "You can howl at the wind, but AI is here to stay." 
    • someone said it would take 35+ years for SpaceX to grow into the $135 / share IPO set price
    • how long will it take to grow into the new price (which we will see tomorrow)?
  • Nvidia's Feynman: strictly on schedule. 
    • to be released in 2028 -- that's two years from now.  
  • Oracle: the other story. Despite handily beating earnings estimates, the stock is down 17%
    • Yes, I know about the debt issue. 

Now, some hours later -- new: ask yourself -- where will these two companies be in 35 years?

  • SpaceX
  • Oracle

I just bought a huge amount of ORCL for Sophia.

In 35 years she will be 47 years old.

"You can howl at the wind, but AI is here to stay." 

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Disclaimer
Brief Reminder 

Briefly:

  • I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
  • If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
  • Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
  • I've now added Broadcom and Oracle to the disclaimer. I am also inappropriately exuberant about all things Broadcom and Oracle.
  • Longer version here.