According to @StockMKTNewz, Michael Burry said he would short OpenAI at a 500 billion valuation, signaling skepticism toward high AI valuations that traders track across tech and risk assets, source: https://x.com/StockMKTNewz/status/2009785920040374406. According to @StockMKTNewz, he is currently holding put options on Oracle (ORCL), highlighting a bearish position in a key AI infrastructure partner, source: https://x.com/StockMKTNewz/status/2009783504813388257.

According to @DowdEdward, Perplexity CEO Aravind Srinivas said the biggest threat to data centers is intelligence that runs locally on your device, with models running on your own chip, adapting via test-time training, and data never leaving the computer, as shown in a video shared on X by @slow_developer on Jan 1, 2026 (source: @DowdEdward on X; source: @slow_developer on X). Under this thesis, traders may monitor for a shift of AI inference from centralized data centers to edge devices, which would be a negative read-through for cloud-centric workloads and GPU-heavy infrastructure that benefit companies like ORCL and NVDA, respectively, as this interpretation follows from Srinivas’ emphasis on on-device adaptation and data locality (source: @slow_developer video citing Aravind Srinivas on X; source: @DowdEdward on X). Ticker $CRWV was explicitly included in the post alongside $NVDA and $ORCL, indicating the author’s tickers to watch around the on-device AI narrative (source: @DowdEdward on X). The source material does not reference cryptocurrencies or digital assets, and it provides no direct crypto market impact commentary (source: @DowdEdward on X; source: @slow_developer on X).

According to @StockMKTNewz, Elon Musk’s stake in SpaceX is valued at $317B. According to @StockMKTNewz, Elon Musk’s stake in Tesla (TSLA) is valued at $196B. According to @StockMKTNewz, Larry Page’s stake in Google/Alphabet (GOOGL) is valued at $225B. According to @StockMKTNewz, Jeff Bezos’ stake in Amazon (AMZN) is valued at $205B. According to @StockMKTNewz, Larry Ellison’s Oracle (ORCL) stake was referenced, but the value was not provided in the shared excerpt.

According to @CNBC, Oracle (ORCL) shares are on pace for their worst quarter since 2001 as investors question the company’s AI buildout under its new CEOs, pressuring the stock. According to @CNBC, the drawdown reflects market concern over the scale and execution of Oracle’s AI infrastructure plans, weighing on sentiment and near-term valuation. According to @CNBC, the report did not cite direct cryptocurrency market impacts, highlighting AI-related equity risk as the primary context for ORCL’s decline.

According to @CNBC, Wells Fargo sees nearly 50 percent upside for Oracle (ORCL) and argues that investor pessimism around the company’s AI prospects is overdone, framing a more constructive outlook for the shares (CNBC). According to @CNBC, the report centers on Oracle’s AI exposure as the key driver of the bullish call (CNBC).

According to @CNBC, Friday’s biggest analyst calls include Nvidia, Oracle, Apple, Tesla, Nike, FedEx, Generac, and CoreWeave, flagging these tickers as the session’s top focus for analyst-driven moves (source: CNBC). The post is a headline roundup and, in the tweet, does not list specific ratings or price targets; traders should review the linked CNBC report for the underlying analyst actions before placing trades (source: CNBC).

According to @OnchainLens, a wallet attributed to dex88p deposited 1,000,000 USDC into HyprLiquid and increased its ORCL long using 20x leverage, as shown on the HyperBot portfolio page for address 0x7034a2de52fEDDF2db4EF7B7Abec7fef574a122e. Source: Onchain Lens on X, Dec 18, 2025; HyperBot https://hyperbot.network/trader/0x7034a2de52fEDDF2db4EF7B7Abec7fef574a122e. This on-chain action adds stablecoin margin to a DeFi derivatives venue and raises this wallet’s leveraged long exposure in ORCL perpetuals on HyprLiquid, relevant for traders tracking ORCL perps flow and positioning. Source: Onchain Lens on X, Dec 18, 2025; HyperBot https://hyperbot.network/trader/0x7034a2de52fEDDF2db4EF7B7Abec7fef574a122e.

According to Edward Dowd, Oracle (ORCL) was down 48% from its all-time high as of October 20, 2025, and he describes the recent price action as an 'ending move' (source: Edward Dowd on X, Dec 17, 2025). Dowd linked the observation to the AI theme by tagging #AI in his post (source: Edward Dowd on X, Dec 17, 2025). He did not reference any cryptocurrency assets or specify crypto market impact in the post (source: Edward Dowd on X, Dec 17, 2025).

According to @KobeissiLetter, Oracle's (ORCL) credit default swap spread has surged above 150 bps, indicating heightened market pricing of the company’s credit risk. source: @KobeissiLetter on X, Dec 17, 2025 According to @KobeissiLetter, investors are selling ORCL shares due to concerns about the company's ability to deliver on recently announced data center buildouts. source: @KobeissiLetter on X, Dec 17, 2025 According to @KobeissiLetter, traders should monitor whether ORCL CDS stays above 150 bps and whether equity weakness persists as signals of continued de-risking pressure. source: @KobeissiLetter on X, Dec 17, 2025

According to @CNBC, Oracle (ORCL) fell about 4% after a report that Blue Owl Capital would not back a planned 10 billion data center project. According to @CNBC, the stock dip followed the report regarding Blue Owl Capital’s decision not to provide support for the data center. According to @CNBC, the report did not mention any direct impact on cryptocurrency markets or digital assets.

According to @StockMarketNerd, a full ORCL stock review has been published with the link available in the author's bio. Source: @StockMarketNerd on X, Dec 12, 2025. The post shares no financial metrics, valuation details, or price targets, and it does not mention any direct cryptocurrency market impact. Source: @StockMarketNerd on X, Dec 12, 2025. Traders seeking the analysis should navigate to the author's profile link to access the complete review. Source: @StockMarketNerd on X, Dec 12, 2025.

According to @CNBC, Oracle's lease commitments jumped by nearly 150% as the company expands infrastructure to meet AI demand, indicating an accelerated build-out of data center and cloud capacity, source: CNBC. The report centers on Oracle's AI-related expansion and did not cite direct cryptocurrency market implications, source: CNBC. The item was reported on December 12, 2025, source: CNBC.

According to @KobeissiLetter, Oracle stock (ORCL) fell 14% intraday, erasing $105 billion in market capitalization and is on track for its largest daily decline since 2001 (source: @KobeissiLetter on X, Dec 11, 2025). The source does not provide additional details on catalysts or any direct crypto market implications (source: @KobeissiLetter on X, Dec 11, 2025).

According to @StockMKTNewz, Oracle (ORCL) is taking Nasdaq futures lower in pre-market trading and the stock fell more than 10% after hours following its earnings, as posted on X on Dec 11, 2025 source: https://x.com/StockMKTNewz/status/1999107299189670010. For trading relevance, crypto participants can monitor U.S. risk sentiment via the Nasdaq futures weakness reported by @StockMKTNewz for potential cross-asset context into the session source: https://x.com/StockMKTNewz/status/1999107299189670010.

According to @DowdEdward, equity markets have stopped rewarding accelerated AI capital expenditures, indicating a change in market behavior, source: @DowdEdward on X, Dec 10, 2025. He specifically referenced Oracle stock with the ticker $ORCL when noting this shift, source: @DowdEdward on X, Dec 10, 2025. The post did not mention BTC, ETH, or any crypto assets, and no direct crypto market impact was cited, source: @DowdEdward on X, Dec 10, 2025.

According to Edward Dowd, Oracle (ORCL) missed revenue expectations, signaling a potential sentiment setback for the AI equity theme into the next trading session (source: Edward Dowd on X, Dec 10, 2025). Historical evidence shows negative earnings surprises are followed by short-run negative abnormal returns and elevated volatility around announcements, guiding event-driven positioning and options hedging for traders (source: Bernard and Thomas, Journal of Accounting Research, 1989). Crypto markets have shown increasing co-movement with major tech equities since 2020, so any AI-stock weakness can weigh on broader risk appetite, prompting crypto participants to monitor AI-narrative tokens for spillover moves (source: International Monetary Fund, Crypto Prices Move More in Sync With Tech Stocks, 2022).

According to @StockMKTNewz, Oracle (ORCL) moved lower in after-hours trading following its Q2 2025 earnings release, source: @StockMKTNewz. Reported figures shared were Revenue $16.1B versus $16.21B estimate and Cloud Revenue $8.0B, source: @StockMKTNewz via WOLF_Financial on X. Earnings metrics included Adjusted EPS $2.26 versus $1.64 estimate and GAAP EPS $2.10, source: @StockMKTNewz via WOLF_Financial on X. Profitability details cited were Adjusted Net Income $6.6B versus $4.76B estimate, GAAP Net Income $6.1B, and Adjusted Operating Income $6.7B versus $6.81B estimate, source: @StockMKTNewz via WOLF_Financial on X. The post provides no guidance figures and cites no direct crypto market implications, source: @StockMKTNewz.

According to @LexSokolin, Oracle announced a $300B OpenAI deal in September and is targeting $166B in cloud revenue by 2030, with growth heavily reliant on OpenAI from 2027 onward (source: @LexSokolin on X, Dec 6, 2025). He also states Oracle plans capex swelling toward $80B per year by 2029 and expects net debt to roughly quadruple from 2021 levels, highlighting an aggressive, leveraged AI infrastructure build (source: @LexSokolin on X, Dec 6, 2025). For traders, key watchpoints are ORCL’s capex trajectory, leverage, and dependence on OpenAI workloads, which are core inputs for equity and credit repricing; crypto traders can use these AI-infrastructure milestones as macro sentiment inputs for AI-linked tokens when setting risk and catalyst calendars (analysis based on figures cited by @LexSokolin on X, Dec 6, 2025).

According to @LexSokolin, S&P rates Oracle at BBB+, below Microsoft and Alphabet, signaling comparatively weaker credit quality versus mega-cap AI peers, source: @LexSokolin on X. According to @LexSokolin, Oracle’s net debt is around 90 billion and leverage is above 3x EBITDA, source: @LexSokolin on X. According to @LexSokolin, this profile makes Oracle a high-beta credit proxy for AI, source: @LexSokolin on X.

According to @CNBC, Wells Fargo said Oracle will emerge as an AI leader and expects big gains ahead for the stock, indicating a bullish outlook on ORCL shares, source: CNBC. The post highlights the brokerage’s AI-focused thesis but does not include specific rating or price-target details in the provided snippet, so traders should review the full report for numbers and risk markers, source: CNBC. The source does not reference any direct cryptocurrency market impact from this AI call, source: CNBC.