Pinned Tweet
Please read/review the latest updated disclaimer for this account and/or service here: open.substack.com/pub/oraclenyse…
9
0
40
248,124
$TTWO Kimi can create clone of GTA game
KIMI K3.1 PRO AI MODEL BUILDS GTA VI-STYLE PLAYABLE GAME DEMO IN JUST 10 HOURS FOR $52, DEVELOPER CLAIMS — SHOWCASING AI'S ABILITY TO GENERATE VIDEO GAME EXPERIENCES - X
KIMI K3.1 PRO AI MODEL BUILDS GTA VI-STYLE PLAYABLE GAME DEMO IN JUST 10 HOURS FOR $52, DEVELOPER CLAIMS — SHOWCASING AI'S ABILITY TO GENERATE VIDEO GAME EXPERIENCES - X
0
0
3
4,372
$AIZ Citrini long idea
CITRINI RESEARCH: ASSURANT (AIZ) SET TO CAPTURE “PICKS‑AND‑SHOVELS” AI‑SUPPLY‑CHAIN TAILWIND FROM SPACEX‑DRIVEN STARLINK
CITRINI RESEARCH: ASSURANT (AIZ) SET TO CAPTURE “PICKS‑AND‑SHOVELS” AI‑SUPPLY‑CHAIN TAILWIND FROM SPACEX‑DRIVEN STARLINK
0
0
1
4,196
Quake AI ($RUM Group) joined NVIDIA GTC Berlin this week.
Best part, this is only the beginning of our journey.
0
0
1
4,027
$EQNR Citrini long idea
CITRINI RESEARCH: EQNR EXPOSED TO SKY‑HIGH EUROPEAN GAS PRICES AS TTF RALLIES, REQUIRES RE‑RATING ON ENERGY‑MARKET TIGHTNESS
CITRINI RESEARCH: EQNR EXPOSED TO SKY‑HIGH EUROPEAN GAS PRICES AS TTF RALLIES, REQUIRES RE‑RATING ON ENERGY‑MARKET TIGHTNESS
0
0
1
4,119
$CRM competition from Claude
ANTHROPIC EXPANDS UNIFIED CLAUDE AI AGENTS TO ENTERPRISE CUSTOMERS, ENABLING CLOUD-BASED PROJECT EXECUTION ACROSS WEB, DESKTOP AND MOBILE
ANTHROPIC EXPANDS UNIFIED CLAUDE AI AGENTS TO ENTERPRISE CUSTOMERS, ENABLING CLOUD-BASED PROJECT EXECUTION ACROSS WEB, DESKTOP AND MOBILE
1
0
1
4,207
$SCHW speculation brokerage accounts breached in hack
VIRAL POST WITH OVER 550K VIEWS ALLEGES CHARLES SCHWAB ACCOUNT WAS HACKED, $49K IN STOCKS SOLD WITHOUT AUTHORIZATION AND FUNDS TRANSFER ATTEMPTED - X
VIRAL POST WITH OVER 550K VIEWS ALLEGES CHARLES SCHWAB ACCOUNT WAS HACKED, $49K IN STOCKS SOLD WITHOUT AUTHORIZATION AND FUNDS TRANSFER ATTEMPTED - X
2
3
15
10,130
$BABA 'outperforms' rivals from moonshot AI
$BABA-BACKED MOONSHOT AI TAKES AIM AT OPENAI AND ANTHROPIC WITH NEW KIMI K3.1 PRO, CLAIMS IT OUTPERFORMS RIVALS ON SEVERAL MAJOR AI BENCHMARKS — KIMI AI
$BABA-BACKED MOONSHOT AI TAKES AIM AT OPENAI AND ANTHROPIC WITH NEW KIMI K3.1 PRO, CLAIMS IT OUTPERFORMS RIVALS ON SEVERAL MAJOR AI BENCHMARKS — KIMI AI
2
1
2
4,740
$HIMS competition
EXCLUSIVE-Dr Reddy's rolls out new generic Ozempic brands to ease Obeda supply hit - Reuters
EXCLUSIVE-Dr Reddy's rolls out new generic Ozempic brands to ease Obeda supply hit - Reuters
1
0
1
4,696
$DBX possible competition from Openai
Openai: OPENAI REVEALS PLANS FOR IN-HOUSE EXABYTE-SCALE STORAGE SYSTEM
Openai: OPENAI REVEALS PLANS FOR IN-HOUSE EXABYTE-SCALE STORAGE SYSTEM
0
0
1
4,045
$ORCL Tik Tok deal
Two people familiar with the discussions told CNBC that TikTok USDS Joint Venture is sounding out opportunities to secure multiple gigawatts of compute, with one source citing a target of four gigawatts by the early 2030s. A spokesperson told CNBC TikTok 'runs primarily on Oracle Cloud Infrastructure' and Oracle 'will continue to be our primary cloud infrastructure provider' — a large unannounced capacity commitment that reads directly through to ORCL, which is also a 15% managing investor in the entity.
Two people familiar with the discussions told CNBC that TikTok USDS Joint Venture is sounding out opportunities to secure multiple gigawatts of compute, with one source citing a target of four gigawatts by the early 2030s. A spokesperson told CNBC TikTok 'runs primarily on Oracle Cloud Infrastructure' and Oracle 'will continue to be our primary cloud infrastructure provider' — a large unannounced capacity commitment that reads directly through to ORCL, which is also a 15% managing investor in the entity.
0
3
49
9,498
$FOX $ROKU Not a good sign when a top advisor to the President is deeply opposed.
“Today, Fox attacks with contracts. With Roku, it would own the distributor — and Roku is a proven predator.”
washingtontimes.com/news/2026/oct/…
0
0
1
4,121
$DEO
EXCLUSIVE-TRADE GROUP LETTER WARNS INDIA SCOTCH PROBE OF DIAGEO, PERNOD RISKS UNDERMINING INDIA-UK TRADE PACT
EXCLUSIVE-TRADE GROUP LETTER WARNS INDIA SCOTCH PROBE OF DIAGEO, PERNOD RISKS UNDERMINING INDIA-UK TRADE PACT
0
0
1
4,183



