
Steve
Platinum PartnerHey yall – if you have a ticker you would like me to give a run down on then post it in OP Gold chat- I’ll do my best to cover them all tonight.
Bullish Thesis: Oracle (ORCL)
The quiet AI infrastructure winner as U.S. spending shifts to sovereign, defense, and mega-scale AI projects
Oracle has evolved from a legacy enterprise software company into a mission-critical AI infrastructure provider. As the U.S. government, defense agencies, and hyperscale AI builders race to deploy sovereign…
🍎 Apple — the AI play nobody is talking about (but OptionsPlayers is ready to stack)
Apple is quietly becoming one of the most powerful AI stories in the market, and most investors are still sleeping on it.
🔥 Apple’s AI Strategy Is Being Misunderstood
While others push loud, headline-driven AI products, Apple is doing something far more…
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