Oracle has reinvented itself as the backbone of the AI boom, with its cloud infrastructure now powering giant superclusters and attracting enormous long-term contracts that have pushed its backlog to unprecedented levels. If it can keep building capacity fast enough to meet this “insatiable” demand, the company’s shift from slow-and-steady enterprise player to high-growth AI infrastructure provider could fundamentally change how the market values it. Expect ORCL to bounce after earnings.

IS IT THAT TIME AGAIN?? Shares of Bitmine Immersion Technologies Inc (NYSE:BMNR) are trading higher Wednesday morning, hovering near $30, as the company aggressively expands its cryptocurrency treasury amid market volatility. Here’s what investors need to know. - - BMNR stock is gaining positive traction. See if it is worth your attention here. - What To Know: Under chairman Tom Lee, BitMine has doubled down on its Ethereum (CRYPTO: ETH) “supercycle” thesis, recently purchasing an additional 69,822 ETH. This acquisition pushes the company's total treasury to approximately 3.63 million ETH, representing roughly 3% of the token’s entire global supply. While Lee argues that current prices offer “asymmetric risk/reward,” the strategy has come at a steep short-term cost. With an average cost basis of roughly $3,997 per token, the portfolio is currently carrying billions in unrealized losses as Ethereum trades near $2,900. BitMine's Ethereum accumulation dwarfs traditional corporate treasury moves, but it also magnifies risk. If ETH prices rebound toward prior cycle highs, the company could swing from multi-billion-dollar unrealized losses to record unrealized gains quickly, but the magnitude of risk should not be overlooked. Despite these paper losses, investors appear encouraged by BitMine’s operational moves. The company also plans to launch a “Made in America” validator network in early 2026 to generate yield on its massive holdings.

Got out at 100% and watching SPY climbing on the way to the daily expected move from gextron.

Military stock BTD watch for bounce on this earning beat

big mover early AM Monday may test the 300 level this week