Summary Oracle (ORCL) is recommended as a strong buy, driven by explosive growth in its AI infrastructure and database businesses. ORCL’s $455 billion backlog and projected OIP revenue growth to $144 billion by 2030 signal a unique inflection point and sustained hyper-growth. Oracle’s differentiated AI technology, especially 23ai and vector database capabilities, provide a competitive…
Shares of AppLovin have continued to rise. We sold another 25 shares this morning leaving 150. AppLovin is a decidedly “risk-on” investment at this point. The shares have appreciated by 25% since their inclusion in the S&P. Their relative valuation has reached a noticeable premium. So, we have continued to sell into strength. Our latest…
I made some portfolio changes on an opportunistic basis. There were no news event that motivated these transactions; simply a desire to take advantage of some share price anomalies. This has so far been a “Tuesday against the trend” day. It is also the day before the Fed’s decision on short term rates. At this…
We made some portfolio adjustments in the high growth portfolio this morning. We sold parts of positions in Pure Storage and AppLovin. Very tactical. Pure is now up more than 45% in the last month. Deserved-probably. A bit extended. I thought so. We now have 2400 shares of Pure and that has a weight of 9.48% in…
I am getting this to subscribers a bit later than normal-last week’s post ran too long so this was not included. Then too, with the excitement with regards to Oracle and Nebius, my scheduling got severely impacted. Here is the list: the first 3 ideas are the companies that have just reported, i.e. Oracle, Nebius…
With yesterday’s spike, shares of Oracle reached over 45% of the Income/Stability portfolio at one point. That is just beyond any guard rails with regards to portfolio concentration. Portfolio management implies some rules. Honestly, for the most part, our rule is 15% is maximum concentration. We made some changes in the Income/Stability portfolio this morning. I…
Summary Monday.com shares are undervalued after an overblown sell-off, driven by misunderstood guidance and overhyped Google SEO concerns, not real business weakness. The company’s pivot to enterprise customers is working, with record growth in large accounts and new products in CRM, DevSecOps, and AI driving future upside. Monday’s advanced AI tools—Magic, Vibe, and Sidekick—position it…
I made some changes in the high growth portfolio this morning. I sold 50 shares of the AppLovin position, reducing the holding to 225 shares. The shares have come a long way in a short time and lately appreciated on the inclusion of the shares in the high growth portfolio. We sold 50 shares at $571.99 and…
While Nebius shares are up 37% so far today, in my view the reaction to the transaction with Microsoft significantly undervalues its transformational nature. Although volume has been substantial, it hasn’t been at a level that suggests a great deal of institutional interest. And so far while there have certainly been articles published on SA,…
For subscribers who have yet to see the news, it was announced this afternoon that Nebius has signed a $17 billion agreement with Microsoft. It is hard to contain enthusiasm for this deal which is epochal for the company. Just as a frame of reference, Nebius had hoped to reach $1.1 billion ARR at the…