2025 Q2 report shows AI software can make big money; category one is five tech titans; category two is Reddit, Palantir, Figma, and Oracle.
Tag: ORCL
When AWS is no longer impressive
For nearly 20 years, AWS has been a significant driver of its stock price. However, the day after the release of its second-quarter 2025 financial results, Amazon’s stock price plummeted 8.27%, demonstrating investor disappointment with the results.
Software hit hard by AI
Software hit hard by AI, seen worldwide, with Morgan Stanley’s index of software-as-a-service (SaaS) stocks trading this month at 23 times expected earnings. That’s half its average over the past decade and the lowest level in Bloomberg data going back to 2014.
A must-read for Nvidia investors"The Thinking Machine"
"The Thinking Machine" is about the founding history of Nvidia, Jensen Huang personal biography, and how Nvidia evolved and grew into the world’s most important chip manufacturer. The author actually interviewed hundreds of people who were directly related to the founding of Nvidia or Huang Renxun at the time, and all of them are first-hand interview records. If you are an investor in Nvidia stocks, it is recommended that you take the time to read this book.
The value of Palantir, pros and cons of Palantir investment
Palantir’s reliable revenue, it has long relied on bids from the U.S. government and a handful of Western allies that are very close to the United States. Palantir’s top management certainly knew the urgency of this issue, so they began to use their own advantages to establish relationships with business partners, hoping to change the single nature of the company’s business and expand the company’s products to customers outside the government, or to Application scenarios other than military and national security.
The reasons behind Broadcom share price consistantly outperformance
“99% of all internet traffic crosses through some type of Broadcom technology”, Broadcom said. The reason behind the long-term continued outperformance of Broadcom share price is that I vote for Broadcom CEO Hock E. Tan.
How does the cloud-native file database MongoDB make money?
Compared with the relational database that traditionally uses SQL, MongoDB’s database is called a NoSQL database.
How ServiceNow, corp worflow, best share performing in past decade, makes money?
ServiceNow, with such performance, among the large listed software companies in the US stock market, the performance of the stocks I track should rank among the top.
Oracle’s cloud computing and AI finally recognized
Piper Sandler ranks Oracle as the “four giants in cloud computing” along with Amazon, Microsoft and Alphabet’s Google. Among them, Oracle is expected to maintain the highest growth rate, and the scale of OCI is expected to increase 10 times by 2032.
How does database monopoly Oracle make money? What are the prospects?
Missing out on cloud computing has created a serious disconnect between the former second-largest software company and the mainstream software market, which has also affected Oracle’s stock price performance in the past two decades.