This Growth Is Not Normal 🤯

THIS GROWTH IS NOT NORMAL 🤯 

Oracle’s Q1 2026 earnings call was monstrous. It was fireworks. Safra Catz and Larry Ellison basically showed up with a megaphone to say, “AI is ours now.”

The Highlights

• RPO (future revenue commitments) hit $455 billion. That’s up 359% year-over-year and more than tripled since last quarter.

• Cloud revenue climbed 27% to $7.2 billion. Cloud infrastructure alone popped 54% to $3.3 billion.

• Multi-cloud database revenue? Up 1,529%. Yes, you read that right.

• Catz now expects CapEx to balloon to $35 billion this fiscal year.

The AI Flex

Oracle is positioning itself as the place for AI workloads. $OPENAI ( 0.0% ) , $XAI ( 0.0% ) , $META ( ▼ 2.27% ) , $NVDA ( ▼ 0.67% ) , $AMD ( ▼ 2.98% ) and a laundry list of others have signed big contracts. Larry Ellison made it clear: Oracle is building data centers so massive they run on gigawatts, and they claim they are faster and cheaper than anyone else for AI model training.

But the real winner? Ellison says inferencing (actually using AI models for products) is the bigger money-maker, and Oracle has the database muscle to dominate that too.

The Numbers

• Total Q1 revenue: $14.9 billion, up 11% YoY.

• Operating income: $6.2 billion, up 7%.

• Non-GAAP EPS: $1.47, GAAP EPS: $1.01.

• Cash: $11 billion on hand.

• Shareholder love: $95 million in buybacks plus $5 billion in dividends over the last year.

Guidance

• FY26 revenue growth: about 16%.

• Q2 cloud revenue expected to grow up to 37% in USD.

• OCI (Oracle Cloud Infrastructure) forecast to grow 77% this year to $18 billion, then potentially hitting $144 billion in four years.

The Mood

Analysts were tripping over themselves with praise. Words like “seismic shift” and “momentous” kept popping up. Management sounded euphoric too. Catz said she expects to sign more multi-billion-dollar customers and push RPO over $0.5 trillion.

The Caution Flags

• Higher-than-expected tax rate shaved $0.03 off EPS.

• Supply constraints are still real. Demand for AI hardware outstrips supply everywhere.

• Heavy CapEx spend means Oracle is playing a high-stakes game.

Final Take

Oracle is no longer just the “old-school database company.” They are reinventing themselves as the backbone of AI training and inferencing. With RPO exploding, CapEx cranked up, and analysts calling this a historic shift, the company is betting big on owning the future of AI infrastructure.

TL;DR:

• Oracle just posted a blowout quarter

• RPO tripled and cloud growth is ripping

• AI demand is sending forecasts sky-high

• Spending $35B on monster data centers

• Wall Street is loving it

1. Ride the Cloud Infrastructure Boom
Oracle is forecasting 77% OCI growth this year and multi-year expansion to $144B. That screams long runway for cloud demand.
📌 Action: Accumulate cloud-exposed names like $ORCL ( ▼ 0.91% ) or diversified plays like $MSFT ( ▲ 0.31% ) (Azure) and $AMZN ( ▼ 1.3% ) (AWS). Focus on steady accumulation, not short-term flips.

2. Follow the AI Data Center Arms Race
Oracle is throwing $35B into monster data centers. That cash will funnel into suppliers of GPUs, networking, and power infrastructure.
📌 Action: Build positions in the picks-and-shovels suppliers: $NVDA ( ▼ 0.67% ) (GPUs), $AMD ( ▼ 2.98% ) (chips), $ACLS ( ▼ 5.19% ) / $ASML ( ▲ 0.2% ) (semicap), or $NEE ( ▲ 2.41% ) (clean energy providers).

3. Play the Multi-Cloud Explosion
Oracle’s multi-cloud database revenue grew 1,529% in one quarter. Integration across AWS, Azure, and GCP is accelerating.
📌 Action: Look at companies building the bridges. $SNOW ( ▼ 2.27% ) (data cloud), $MDB ( ▼ 1.56% ) (database), $DDOG ( ▲ 0.17% ) (monitoring). Long-term holds as enterprises shift into multi-cloud setups.

HALF A BILLION IN BITCOIN?! 😲 

GameStop dropped its Q2 earnings after the bell Tuesday and investors smashed the “Buy” button. The stock jumped 2.4% in after-hours.

Here’s what went down:

• Revenue power-up: $972.2M for the quarter, up 21.8% year-over-year.

• Where the money came from:
  • Hardware and accessories = 60.9% of sales (vs. 56.5% last year).
  • Software = 15.7% (vs. 26.0%).
  • Collectibles = 23.4% (vs. 17.5%).

• Slimmer overhead: SG&A was 22.5% of sales, down from 33.9%.

• Costs still heavy: Cost of sales rose to 70.9% of sales from 68.8%.

The big win: GameStop flipped into profitability. Net income hit $168.6M, which translated to EPS of $0.25. That crushed Wall Street’s $0.15 expectation and last year’s $0.04.

Balance sheet flex

• Cash pile: $8.7B, basically double last year’s $4.2B.

• Market cap: around $10.5B.

• Bitcoin stash: $528.6M worth. Yes, they are literally holding half a billion in BTC.

One thing they didn’t do: hold an earnings call. Classic $GME ( ▼ 6.76% ) .

The stock’s up but still down 25% year-to-date. Investors are waiting to see if this is a real comeback or just another meme-fueled cutscene.

TL;DR

• Revenue up 21.8% to $972.2M

• Net income of $168.6M, EPS $0.25 (beat expectations)

• Cash pile doubled to $8.7B

• Holding $528.6M in Bitcoin

• Stock up after-hours but still down 25% YTD

1. Ride the Retail Revival
GameStop swung back to profit and doubled its cash pile. Stronger fundamentals could spark renewed retail investor hype.
📌 Action: Add a small position in $GME ( ▼ 6.76% ) and scale out on 10–15% price spikes. Treat it as a momentum trade tied to retail sentiment, not a core holding.

2. Bet on Collectibles Growth
Collectibles jumped to 23.4% of sales from 17.5%. That signals rising demand for physical merch and nostalgia-driven markets.
📌 Action: Look at exposure to collectible-focused companies like $FNKO ( ▲ 4.14% )  (Funko) or ETFMG Video Game Tech ETF $GAMR ( ▼ 0.34% ) . These benefit if the collectibles trend expands.

3. Bitcoin Balance Sheet Boost
GameStop is now holding $528.6M in Bitcoin. If BTC rallies, GME’s balance sheet grows stronger, indirectly giving investors crypto exposure.
📌 Action: Track $GME ( ▼ 6.76% ) alongside Bitcoin moves. Use it as a proxy play on BTC without buying crypto directly.

Daily Bull Run Premium+