The transformation of Oracle into a secular winner in AI infrastructure

Oracle shares have recently experienced a remarkable surge, climbing nearly 36% in a single session after the company reported its latest earnings results that highlighted a strong artificial intelligence (AI) pipeline and unprecedented cloud contract growth. Despite missing consensus earnings estimates, the enthusiasm from investors is tied to Oracle’s extraordinary backlog growth, highlighting its transformation into a key player in[…]

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NIO Stock. A Deep Dive into Recent Wall Street Optimism and Future Prospects

NIO Inc., a prominent Chinese electric vehicle (EV) manufacturer, has recently captured Wall Street’s attention with a notable shift in institutional investor sentiment and significant target price upgrades from major financial institutions. Trying to analyze the drivers behind this renewed optimism, the key upcoming events in September, and the factors sustaining the current rally, alongside the risks investors should watch[…]

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The Incredible AI Bubble of 2025. An Economic Curious Perspective and Some Thoughts

The global financial markets in 2025 are witnessing what many experts now term an unprecedented “The Incredible AI Bubble of 2025… Or, better, the Everything Bubble.” This bubble spans multiple asset classes—stocks, housing, cryptocurrencies, and bonds—reflecting extreme overvaluation and fragility reminiscent of past manias but magnified in scale and complexity. The term “Everything Bubble” itself captures a zeitgeist of broad[…]

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Support and Resistance Levels – Core Concepts in Market Trading

In the dynamic world of trading, understanding market movements is an indispensable skill. At the heart of technical analysis are support and resistance levels, fundamental concepts that both novice and expert traders rely on. These levels represent significant price points where the forces of supply and demand clash in ways that can change the direction of asset prices. Understanding what[…]

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Everyone’s Earning Crazy Money With AI… But HOW?!

If you’ve been anywhere near social media lately, you’ve seen it: “This guy made $10,000 (€9,170) in a month with ChatGPT!” “She built an AI side hustle that replaced her 9–5 in 90 days.” “AI tools helped him launch a business in 3 weeks.” It sounds amazing. It sounds easy. It also sounds… suspiciously vague. 💡 Introduction — Cutting Through[…]

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