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@coryjtv.bsky.socialSep 11, 2026, 8:40 PM

Here's one number that tells you all you need to know about Oracle earnings:
https://www.instagram.com/p/DdIFh41gBAd/
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle

@coryjtv.bsky.socialSep 11, 2026, 7:35 PM

Says co-CEO Clay Magouyrk: "if [a] plan relies on 100% achievement of every one of [its'] deliverables, we have a term for that. It is called a bad plan. So we try real hard not to make bad plans."
https://youtu.be/ZHC1tm1kO_g
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle

@coryjtv.bsky.socialSep 11, 2026, 6:30 PM

Oracle delivered 131,000 GPUs at Abilene in Q1 and says GPT-6 Astra was trained there.
https://www.tiktok.com/@drilldownpod/video/7684062667706748173
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle

@coryjtv.bsky.socialSep 11, 2026, 5:25 PM

I think this is huge: Oracle's OCI renewed GPU capacity at a 20% PREMIUM in Q1, and most of those GPUs were four or more years old.
https://youtu.be/ZHC1tm1kO_g
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle

@coryjtv.bsky.socialSep 3, 2026, 3:10 PM

Broadcom's AI semiconductor revenue hit $16.7B, up 221%. Hock Tan: "Q3 demand was simply hot, and we're just getting started." And the stock did nothing?
https://youtu.be/RSUAZqhfY_c
$AVGO 🎙️ @DrillDownPod #DrillDownEarnings #Broadcom