EPISODE · Mar 11, 2026 · 34 MIN
Oracle Pumps, CPI Comes In at 2.4%, and Bitcoin Miners Are NOT Dumping
from Rigatoni Capital Podcast · host Colin Santucci
Oracle reported last night and the stock is jumping, CPI came in at 2.4% in line with expectations, and I walk through what both of those mean for the market and for long term investors.On Oracle, the numbers were strong across the board. Total revenue came in at $17.2 billion, up 22% year over year. Cloud revenue surged 44% and infrastructure revenue jumped 84%. The company also raised its fiscal year 2027 revenue guidance to $90 billion. For a stock that had been beaten down over 20% year to date, this was the print the bulls needed.CPI for February came in at 2.4% year over year, matching expectations, with core CPI at 2.5%. The important caveat here is that this data was collected before the Iran war broke out, meaning the oil shock has not shown up in the official numbers yet. That is a March and April problem. For now, the number is what it is and the market is taking it as a mild positive.I also talk about the fake headlines circulating around Bitcoin miners dumping their holdings. I break down why that narrative is misleading and what is actually happening on the ground.Casey's General Store is a stock with an absolutely remarkable chart but I am not buying it. I explain why, and what it would take to change my mind. And we look at a recent piece calling Nvidia a five layer cake, which is a framework worth understanding if you hold the stock.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #Oracle #ORCL #CPI #Inflation #Bitcoin #BTC #BitcoinMiners #Nvidia #NVDA #CaseysGeneralStore #CASY #CloudComputing #AI #EarningsSeason #Macro #LongTermInvesting #RigatoniCapitalTickers:$ORCL $BTC $NVDA $CASY
What this episode covers
Oracle reported last night and the stock is jumping, CPI came in at 2.4% in line with expectations, and I walk through what both of those mean for the market and for long term investors.On Oracle, the numbers were strong across the board. Total revenue came in at $17.2 billion, up 22% year over year. Cloud revenue surged 44% and infrastructure revenue jumped 84%. The company also raised its fiscal year 2027 revenue guidance to $90 billion. For a stock that had been beaten down over 20% year to date, this was the print the bulls needed.CPI for February came in at 2.4% year over year, matching expectations, with core CPI at 2.5%. The important caveat here is that this data was collected before the Iran war broke out, meaning the oil shock has not shown up in the official numbers yet. That is a March and April problem. For now, the number is what it is and the market is taking it as a mild positive.I also talk about the fake headlines circulating around Bitcoin miners dumping their holdings. I break down why that narrative is misleading and what is actually happening on the ground.Casey's General Store is a stock with an absolutely remarkable chart but I am not buying it. I explain why, and what it would take to change my mind. And we look at a recent piece calling Nvidia a five layer cake, which is a framework worth understanding if you hold the stock.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #Oracle #ORCL #CPI #Inflation #Bitcoin #BTC #BitcoinMiners #Nvidia #NVDA #CaseysGeneralStore #CASY #CloudComputing #AI #EarningsSeason #Macro #LongTermInvesting #RigatoniCapitalTickers:$ORCL $BTC $NVDA $CASY
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Oracle Pumps, CPI Comes In at 2.4%, and Bitcoin Miners Are NOT Dumping
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