We Just Had An Epiphany
Tag: Valuation
Oracle Stock (ORCL): Can a $664 Billion Backlog Outrun the AI Capex Bill?
Oracle’s cloud-infrastructure revenue surged 121% as remaining performance obligations reached $664 billion. With Larry Ellison still owning roughly 40%, institutions controlling most of the float and valuation sharply compressed, ORCL looks compelling—but heavy debt, negative free cash flow and an enormous AI buildout make execution everything.
🌊 The $2 Trillion ETF Tsunami: How to Invest When the Market Looks Expensive 🛡️
ETFs have transformed investing.
They're cheaper.
Smarter.
More diversified.
But one question remains:
Can the world's greatest investment vehicle still produce disappointing returns if the assets inside it are expensive?
With Goldman Sachs forecasting more than $2 trillion of ETF inflows while the S&P 500 trades at roughly twice its historical average valuation, disciplined portfolio construction has rarely mattered more.
Could Darling Become One? Shares Jump on an Ingredients-Fueled Beat
From fryer oil to future fuel: DAR beat on sales, guided core EBITDA to $875–900M, and is monetizing PTCs while prepping SAF scale-up. Fun + smart breakdown with TL;DR & FAQs.