Quantum computing investor. I find mispriced stocks and admit when I lose money. Not financial advice.
Cite asCryptoQuant has tracked the directional calls on ORCL by @InvestorDenis on X since Dec 2025: not yet scored on ORCL (as of Nov 11, 2026).
1 ORCL call on record, a thin history.
Relative view by default: fewer than 30 ORCL calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @InvestorDenis to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
$ZETA Athena adoption: Q2 2026: 197 Super-Scaled clients, with 40% of them using Athena. Q3 2026: 212 Super-Scaled clients, with over 50% of them being Athena monthly active users. Athena adopters now represent over 70% of revenue. Athena is becoming the core enterprise intelligence engine.
View original →$ZETA ripped yesterday, and it's ripping pre-market today. Currently at $35.89. The all-time high of $38.20 from 2024 is not far. But this time, $ZETA is a different company than it was 2 years ago. https://t.co/HgVSL1gO2U
View original →Anthony Noto: "We are executing as well as we ever have. In fact, I now have as much confidence in our ability to drive durable growth in a high-rate environment as I do in a low-rate environment." $SOFI https://t.co/KdZ2IC5bsk
View original →The best thing about $IONQ Superion 256 isn't that it's a more potent QPU. The best thing is the gross margin expansion. Internal fab control through Skywater lowers per-qubit manufacturing costs. Superion sales will carry higher hardware gross margins compared to past generations. As Chris Ballance has indicated before, it's unit economics, and unit economics change completely at foundry scale. There's little doubt $IONQ's $1.2B backlog will be converted into actual cash flow as deliveries begin in late 2027.
View original →$IONQ has historically priced its systems in the $20M-$30M range. Superion 256-qubit system carries enterprise CMOS integration, so it deserves a premium. Let's say it's in the range $45M-$65M. With Skywater, their initial 2027 Superion capacity sits at 4 to 6 units. My lower figure is $270M, my higher figure is $390M in 2027 revenue coming exclusively from on-premises Superion hardware sales. That's before cloud compute, government contracts, and external foundry revenue.
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