Dec. 5 at 6:32 AM
$BE I think the stock is higher today ahead of ORCL earnings next week ORCL and BE stocks pulled back huge after a monster quarter and guide from Oracle. Orcl is a buy. And because Bloom is partnered with date center business at ORCL, any good news from them will cause BE to get back at the highs.
Also follow NVDA for sentiment. Above
$181 good and below bad.
Lastly The bounce in HDD and SSD names today like WDC, STX, SNDK and MU show, given ORCL and NVDA support, that an outperformance within certain key AI names will happen headed into 2026.
Meta, NVDA, GOOGL and ORCL will lead but the outperformance will come from BE WDC MU VICR CAMT ROK RDDT and other well positioned non mega cap names.