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Sep 10 Klarna rockets on IPO, but $ORCL is the big winner today

Sep 10 Klarna rockets on IPO, but $ORCL is the big winner today

$ORCL $RBRK $BRZE

Mukund Mohan
September 10, 2025

Market

“Oracle is likely to get to $150B in Cloud revenues in 4 years, which is about 20% more than where $AMZN ( ▲ 0.11% ) is right now. That’s a huge tailwind for the company” 😊 😋

Markets were mixed on PPI news (good) and strong case for lowering interest rates

Klarna went to $45 per share after listing, a gain of 20% as the shares moved higher for the Buy Now Pay Later fintech company. The company is trading at over $15B Market cap for $2.8B in revenue growing at 20% YoY.

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Insights from the portfolio

Oracle earnings review and 2025 outlook $ORCL

The AI cloud platform for OCI (Oracle Cloud Infrastructure) is driving a lot of growth

stocksmarts.substack.com/p/oracle-earnings-review-and-2025-outlook

Video of the day

Today’s video is on Braze $BRZE ( ▼ 1.08% ) the CRM software company.

Deep dive of the day

Rubrik earnings review deep dive and 2025 outlook $RBRK – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/09/10/rubrik-earnings-review-deep-dive-and-2025-outlook-rbrk

Good setups for swing

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