I was given €30 worth of Nvidia shares about 7 months ago and the price hasn't moved much. Do you think I should sell them and spend the money elsewhere?
I'm thinking about it, $ORCL (-0,19%) or $AMZN (-1,19%) buying.
Messaggi
74I was given €30 worth of Nvidia shares about 7 months ago and the price hasn't moved much. Do you think I should sell them and spend the money elsewhere?
I'm thinking about it, $ORCL (-0,19%) or $AMZN (-1,19%) buying.
Hi, I have just started investing but I don't know the markets and companies well enough and I don't know how to understand investment ratios. So far I have been making my investment decisions based on public opinion and the news and I am not sure if this is the right way to go! Please help me learn how to do this!
Here is my portfolio, any suggestions? I want to keep it very diversified and medium to high risk. Dividends are preferable but not a priority. Thanks. 🫶
Hello my dears...
There have been adjustments to the Sina 40
Out:
$JNJ (-0,41%)
$ALV (-1,48%)
$CS (-0,41%)
$NVDA (-0,15%)
$7974 (-1,3%)
$ULVR (-0,83%)
$NFLX (-0,27%)
NVIDIA only 50%
apart from j+J, there was considerable profit-taking in some cases (I think 25% is comparatively high for a company like Unilever)
In:
$ANET (-0,25%)
$ORCL (-0,19%)
$6857 (-3,56%)
$AVGO (-1,4%)
$TXN (-0,25%)
$COST (-0,1%)
Stocked up:
The remaining cash is € 2330, which will remain there for the time being. Currently the Sinas is 40, therefore only one Sinas 39. Let's see where the cash will then go in number 40
PS: the chart has been completely messed up by the adjustments. We were actually at 2.71 % 1 Y
🔹 Adj EPS: $1.70 (Est. $1.64) 🟢
🔹 Revenue: $15.90B (Est. $15.59B) 🟢; UP +11% YoY
🔹 Adj Oper Income: $7.00B (Est. $6.83B) 🟢
🔹 Adj Net Income: $4.90B (Est. $4.74B) 🟢
FY26 Guidance
🔹 Total Cloud Sales: up 40% YoY
Q4 Cloud & Software Segment Revenue:
🔹 Cloud Services & License Support: $11.7B; UP +14% YoY
🔹 Cloud Revenue (IaaS + SaaS): $6.7B; UP +27% YoY
🔹 Cloud Infrastructure (IaaS): $3.0B; UP +52% YoY
🔹 Cloud Applications (SaaS): $3.7B; UP +12% YoY
🔹 Fusion Cloud ERP Revenue: $1.0B; UP +22% YoY
🔹 NetSuite Cloud ERP Revenue: $1.0B; UP +18% YoY
Strategic Metrics:
🔹 RPO: $138B; UP +41% YoY
🔹 Short-Term Deferred Revenue: $9.4B
Capital Returns:
🔹 Dividend Declared: $0.50/share, payable July 24, 2025
🔹 Record Date: July 10, 2025
CEO Safra Catz's Commentary:
🔸 "FY25 was a very good year—but we believe FY26 will be even better as our revenue growth rates will be dramatically higher. Total cloud growth rate is expected to rise from 24% to over 40%, and cloud infrastructure growth to over 70%."
Chairman & CTO Larry Ellison's Commentary:
🔸 "MultiCloud database revenue from Amazon, Google, and Azure grew 115% from Q3 to Q4. Cloud@Customer revenue grew 104% YoY. OCI consumption revenue grew 62% and is expected to accelerate in FY26."
In the USA, Oracle $ORCL (-0,19%) has bright prospects in the midst of a challenging market environment. Despite a reluctance to invest and intense competition in the cloud business, the company disappointed market forecasts in the last quarter. But that is not the end of the story. Group CEO Safra Catz is optimistic for the coming 2025/2026 financial year. She speaks of an impressive order backlog of 130 billion dollars, which could increase total sales by a hefty 15 percent.
In addition to these growth prospects, there was also good news for shareholders: Oracle is planning to increase its quarterly dividend by a quarter to 0.50 dollars per share. Oracle is thus not only focusing on expansion, but is also rewarding its investors.
Source:
🔹 Adj. EPS: $1.47 (Est. $1.49) 🔴
🔹 Revenue: $14.13B (Est. $14.39B) 🔴; UP +6% YoY
Cloud & Segment Performance:
🔹 Cloud (IaaS + SaaS): $6.2B (Est. $6.3B) 🔴; UP +23% YoY
🔹 Cloud Infrastructure (IaaS): $2.7B (Est. $2.71B) 🟡; UP +49% YoY
🔹 Cloud Applications (SaaS): $3.6B; UP +9% YoY
🔹 Fusion Cloud ERP (SaaS): $0.9B; UP +16% YoY
🔹 NetSuite Cloud ERP (SaaS): $0.9B; UP +16% YoY
Other Revenue Streams
🔹 Cloud Services & License Support: $11.01B (Est. $11.18B) 🔴; UP +10% YoY
🔹 Cloud & On-Prem License: $1.13B (Est. $1.2B) 🔴; DOWN -10% YoY
🔹 Hardware Revenue: $703M (Est. $718.2M) 🔴; DOWN -7% YoY
🔹 Service Revenue: $1.29B (Est. $1.28B) 🟢; DOWN -1% YoY
Profitability & Margins
🔹 Adj. Operating Income: $6.2B (Est. $6.25B) 🔴; UP +7% YoY
🔹 Adj. Operating Margin: 44% (Est. 43.6%) 🟢
🔹 GAAP Net Income: $2.9B; UP +22% YoY
🔹 Adj. Net Income: $4.2B; UP +6% YoY
Remaining Performance Obligations & Cash Flow
🔹 RPO: $130B; UP +62% YoY
🔹 Short-Term Deferred Revenue: $9.0B
🔹 Operating Cash Flow (TTM): $20.7B
🔹 Free Cash Flow (TTM): $5.8B
Strategic & Shareholder Updates
🔹 New Cloud Deals Signed: OpenAI, xAI, Meta, NVIDIA, AMD
🔹 Cloud MultiCloud Revenue (Microsoft, Google, AWS): UP +92% in last three months
🔹 AI GPU Consumption Growth: UP +244% YoY
🔹 Quarterly Dividend: Increased 25% to $0.50/share
Management Commentary
🔸 CEO Safra Catz: "Our record $48B in new contracts drove a 63% increase in RPO to $130B. We anticipate 15% revenue growth next fiscal year."
🔸 CTO Larry Ellison: "Oracle AI Data Platform connects OpenAI, xAI, and Meta Llama to our database, accelerating AI-powered data analysis."
A number of important earnings releases are scheduled for the coming week. The focus will be on:
📌 Adobe ($ADBE (-0,16%) )
📌 Oracle ($ORCL (-0,19%) )
📌 DocuSign ($DOCU (-1,31%) )
📌 D-Wave Quantum ($QBTS (-0,59%) )
📌 ZIM Integrated Shipping ($ZIM (+0,52%) )
📌 ULTA Beauty ($ULTA (-0,98%))
📌 Kohl's ($KSS (-1,64%) )
📌 Dollar General ($DG (-1,2%))
📌 UiPath ($PATH (-1,12%) )
📌 SentinelOne ($S (-1,3%))
Which of these companies are you following with particular interest? Do you have positions in any of these stocks?
🔗 Source: Earnings Whispers
I would like to share with you my theory on the deepseek issue.
AI has the potential to turn the current world order upside down. Computing power is the new oil of the 21st century. Until now, everyone was firmly convinced that this was associated with high acquisition costs (R&D, infrastructure...). In order to extend its lead in the field of AI, the USA announced the 500 billion dollar Stargate project project. This represents an unprecedented level of investment that could cause other regions of the world to fall behind. other regions of the world fall behind.
Now my theory comes into play. Only days after the announcement of this investment package, news suddenly spread about a Chinese AI start-up that is supposedly as good as OpenAI, but can do the whole thing for virtually nothing. The information on the 6 million dollar development costs is as questionable as it is unverifiable.
The direct consequence of this news is that major investments in AI are being questioned. Why invest 500 billion in AI when you only need 6 million? The Chinese government with its puppet deepseek has now achieved its goal. They want to blow up Stargateblock it or simply take the wind out of its sails. SoftBank $9984 (-1,79%), OpenAI and Oracle $ORCL (-0,19%) will not be deterred from the project, but potential investors such as Apollo, Brookfield or sovereign wealth funds from the Middle East could be unsettled and reconsider their investments. be unsettled and reconsider their investments.
Meanwhile subsidizes China continues to secretly subsidize its own AI industry with billions. As private investors are unwilling or unable to invest so much money in China, they have resorted to this perfidious strategy in times of the cold war of technology probably the new normal.
What do you think of my theory? Or do you think it was all just a coincidence, there is no intention behind it and deepseek is a great thing?
As there are always questions here at getquin about the future of share X or how the markets will develop, I went to the oracle and asked a few questions.
According to the ball, the probability that a share will rise in the next few days/weeks/months/years is exactly 33.33333333%
The long-term future of the markets also looks rosy, with a 99.99% probability that the markets will be in a much better position in 20 years' time.
Should a nuclear war break out, however, things look bleak, with the probability of a crash
a crash and you lose money is 100%, only 1 Bitcoin remains 1 Bitcoin
If there is no dividend yet, you shouldn't get your panties in a bunch. The probability that it will be paid out in the next few days is 100%
I hope I was able to help some people with this 😁
The CEO of $SAP (-2,16%), Christian Kleindescribed the recently announced investment of 500 billion US dollars in the US AI infrastructure, the so-called Stargate project, as a "wake-up call for Europe". In an interview at the #wef2025 Klein called the project, which was initiated by OpenAI, $9434 (+0,11%), $ORCL (-0,19%) and led by the Trump Administration, "a great step". He explained that it was the right decision and would also help to increase government productivity. Klein pointed out that Europe often complains about regulations and too many AI laws, while the Stargate project is a good role model for Europe.
He added that he would "absolutely support".
"We work with all public sectors worldwide and of course we would welcome it in Europe as well"
"Europe needs it the most, from my point of view."
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