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🚨Oracle Loses $100MM on GPU Rentals!

Pristine Market Analysis & Watchlist 10.7.25

Andrew O'Connell, CFA, FRM's avatar
Andrew O'Connell, CFA, FRM
Oct 07, 2025
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Team,

Internal Oracle data shows the financial challenge of renting out Nvidia chips, according to The Information. Let’s take a look and see how the market reacted to this news. HAGE🍻

-Andrew

💻Inside a Pristine Research Note!

💻Inside a Pristine Research Note!

Andrew O'Connell, CFA, FRM
·
August 30, 2025
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Market Update 📊

  • IBM AI partnership with Anthropic to integrate Claude AI into enterprise tools

  • Gold 52wk high; TLT bonds outperformed SPY stocks👇

  • MSOS Cannabis led the market in a tape of MIXED BREADTH 🔴

Index YTD Price Returns 📈

Significant YTD price momentum in Q4👇

News Flow🌎


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  2. 🦾 Pristine Breadth

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Economic Calendar🌎

I’m already looking ahead to inflation data next week

US Investing Championship Record🏆

│2025 YTD (9/30): +89.39% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

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