@Oracle may not have been one of the biggest beneficiaries of the tech stocks rally in 2020 year of the pandemic
But @Oracle is certainly on its way to create a Billion-Dollar Cloud Customers in @zoom_us and @tiktok_us
Customers are picking #OracleCloud Infrastructure and the #Oracle Autonomous Database for very basic and very obvious reasons: much better security, much better reliability, much better performance and dramatically lower cost than @awscloud
And that's why many customers are moving entirely from @awscloud onto the Oracle Cloud. In fact, there is not a major video conferencing company that isn't talking to Oracle about moving to the Oracle Cloud.

With large accounts like #Zoom and #TikTok already in its bag
these are some interesting times for @Oracle

Additional Revenue from housing @tiktok_us data on Oracle’s servers would provide a major lift to the database company’s cloud efforts, which lags far behind those of its rivals.
The deal would also take business away from @Google and @awscloud competitors that have counted #TikTok as a major customer in the past year or two as the app grew.
the #ORCL stock is quoting at its 52 week high of $60 as I write this article and market cap of $184 Billion, 2021 could be the year of @Oracle


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More from @srinicaps

21 Sep
#MarkZuckerberg in an interview with #MarquesBrownlee said the following

1. Facebook’s investment in AR and VR
“Our company is probably investing the most in virtual and augmented reality of anyone else in the world,” Zuckerberg told Brownlee.
They went on to discuss a lot about AR as opposed to VR, and the ways in which Facebook are working toward the eventual goal of producing AR glasses. “We have thousands of people working on [AR]  at Facebook,” said Zuckerberg. “Because I just do think this is going to be the ...
next computing platform, even if it takes several years to get there.”

2. Holographic TVs?
“Once we have really good, mature AR glasses, we won’t even necessarily need other kinds of screens anymore,” said Zuckerberg.
Read 16 tweets
18 Sep
@BytedanceTalk #ByteDance hopes of getting #PresidentTrump approval for its proposed deal with @Oracle #oracle appear to be dwindling by the day, judging by the blizzard of media reports about the debate going on inside the Trump administration.
That raises the prospect that ByteDance will have to accept a less favorable deal by yielding control of the app to some conglomeration of @Walmart #Walmart , Oracle, ByteDance’s U.S. #VentureCapital shareholders and maybe public investors in the U.S. through an #IPO
The #Chinese government might still block this option, killing the deal entirely. But assume for a moment they approve it. What happens to @tiktok_us #TikTok afterwards? To answer that, consider how you would have reacted if four months ago ByteDance had decided to sell TikTok...
Read 6 tweets
17 Sep
#DowJones #NASDAQ #SP500

Leadership has changed in the markets

Since the March lows, tech, specifically cloud-based tech has lead the markets higher. Companies like #Square #SQ have more than tripled in share price while the S&P 500 is up 40%
However, in the last few weeks this has changed. Former market leaders like #SQ or #Shopify #SHOP have been trading sideways

Meanwhile, industrial plays like @FM_FCX #FreeportMcmoran #FCX and #JohnDeere #DE have barely corrected at all, soaring to new highs.
The market is sensing that the next major move will be driven by fiscal spending and the @realDonaldTrump #Trump administration’s coming infrastructure program
Read 4 tweets
16 Sep
Thanks to #MartinPeers and @Jessicalessin for their original contribution of this article

@Apple Gets into new ServiceS

#Apple unveiled its latest foray into the subscription business with a new fitness service that will begin offering studio-style workouts later this year
You might think it would worry @onepeloton #peloton whose business has lately been thriving, particularly as the new service, #Fitness+, will be included in a new discounted bundle of Apple services.
Most of Apple’s other entertainment-style subscription services unveiled so far have been not to put too fine a point on it—flops.
#AppleTV+ and #Applenews+ has seen little success
#Arcade has been total disappointment
Read 8 tweets
11 Sep
@SEBI_India latest move to ask multi caps funds to invest mandatory 25 % of allocation to Small caps has been receiving lots of praise and criticism
But investors need to remember Small caps have their own significance with associated risks
Small caps generally offer higher growth potential , but these stocks also experience volatility and are prone to more risks in terms of management and are vulnerable as compared to Large caps or Mid caps
Small cap stocks often trade in tandem with the rest of the market, but on certain days and over the course of economic cycles they may behave differently, offering clues about market sentiment and trends

This include a potentially higher chance for a credit downgrade,
Read 8 tweets
11 Sep
What’s happening to #Tech stocks and the markets in September 2020 and what is #FED really worried about - is the #Equities or #Bonds ?

Markets never work in a straight line up or straight line down , every market has to go through a period of correction/consolidation to resume
its journey

NASDAQ was a overbought market in June to August 2020 , but we are not in any serious trouble to disturb the long term bullish trend and why ?

Because Credit Market hasn’t broken down yet , while the media and investors are focused in the Equity markets ,

The QE program was more about buying

1) US Sovereign bonds, called Treasuries

2) US Municipal Bonds

3) US Corporate Bonds
Read 11 tweets

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