Stunning Discoveries: Oracle’s Earnings Ignite Crypto Mining Stocks Like Never Before!

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In the grand tapestry of fiscal dominion, the crypto mining stocks now bask under a sun of unparalleled optimism, cast by none other than the formidable juggernaut of AI cloud infrastructure, Oracle. The behemoth of technology recently unveiled its financial triumph to commence fiscal 2026, boasting an overall revenue growth of 12% when compared to the previous year, while its cloud revenue soared skyward by an astonishing 28%. However, dear readers, we know that the true narrative lies not in mere numbers but in the vast labyrinth of implications entwined therein.

The MultiCloud database revenue, propelled by the geniuses in their silicon laboratories, has surged by an eye-watering 1,529% year-over-year in the first quarter. The sagacious CEO, Larry Eliason, offered a prophecy of continued exponential growth, asserting that this figure shall grow “substantially every quarter for several years.” 🍾

Why This Is Big For Crypto Mining Stocks

Oracle, with the flamboyance of a noble emperor, recently formalized a five-year computing agreement with the illustrious OpenAI, a venture projected to yield a whopping $300 billion in revenue starting in the year of our Lord, 2027. In the aftermath of this announcement, Oracle’s stock surged by a remarkable 36%, yet these developments carry profound significance for the tireless denizens of crypto mining.

As Oracle marches ever closer to the formidable summit of a $1 trillion market cap, sagacious investors discern that the true treasure trove may lie within the smaller enterprises poised to flourish amidst the ongoing tumultuous demand. 😏

BREAKING: Oracle stock, $ORCL, surges over +23% after reporting earnings with a +359% increase in contracted revenue.

As we continue to reiterate, we are still so early in the AI Revolution.

– The Kobeissi Letter (@KobeissiLetter) September 9, 2025

Indeed, many investors, wiser than the average bear, have amassed shares in crypto mining entities equipped with the very infrastructure required to sustain the upcoming epoch of AI blossoming.

For instance, on the auspicious day when Oracle proclaimed its impressive earnings, shares of crypto mining companies IREN and CIFR ascended triumphantly, both rising by more than 10%. IREN has nearly doubled in value within a single moon’s cycle, while CIFR has outdone itself, more than doubling in the same time frame. 🤑

Our intrepid crypto miners have flourished amidst the burgeoning demand for AI, their fortunes buoyed by the prized Nvidia chips, sprawling land holdings, and the requisite gigawatts fueling the AI explosion.

Oracle, in a fit of candor, recently revealed to their investors the necessity of developing 4.5 gigawatts of computing capacity solely for OpenAI; and let us not forget, this is just one client amongst the constellation of the tech elite.

Recent Deals Show What’s Possible

The insatiable demand for gigawatts and data centers has bestow upon crypto mining companies an invaluable bargaining leverage. Their clientele comprises none other than the titans of technology, awash in budgets as vast as the steppes of Russia.

This is not the stuff of dreams; reality has already presented its bounteous hand. A few monumental agreements have fundamentally transformed investor perceptions of crypto mining stocks. The illustrious TeraWulf finalized a staggering $3.2 billion deal with Alphabet just last month. Meanwhile, Hive Digital Technologies has entered into an alliance with Bell Canada, intended to establish one of the nation’s premier sovereign AI ecosystems. 🏗️

However, the pièce de résistance emerged earlier this month, when Nebius and Microsoft inked a monumental agreement worth $17.4 billion set to last until the close of 2031. Furthermore, Microsoft retains the privilege of augmenting its computing capacity, potentially elevating the contract’s worth to an astonishing $19.4 billion, with Nebius pledging 200 megawatts to the endeavor.

Predicting What’s Possible

Behold the spectacle: if 200 million megawatts from Nebius’ data sanctum in Vineland, New Jersey, can secure a bounteous $17.4 billion contract, what must Oracle be prepared to sacrifice to secure 4.5 gigawatts for OpenAI? The 4.5 gigawatts Oracle references translates to a staggering 4,500 megawatts. To put it mildly, one could compare this to 24.5 Nebius contracts, equating to a jaw-dropping $426.3 billion through 2031 if Oracle is to match Microsoft’s generous rates.

Yet, Oracle is not the sole contender in this farcical race for data centers and energy. With the continuous influx of deals, the available properties featuring Nvidia chips and ample electricity grow ever slimmer. The timeline for erecting an AI data center from the ground up stretches anywhere from 3 to 6 years-a span far too protracted for the ceaseless demands of big tech.

This unfolding saga paints a promising portrait for our beleaguered crypto mining stocks. However, one must heed the reality that the majority of these companies remain relatively diminutive in stature. 🧐

Whilst crypto is frustrating people, mining stocks look like this! 📈

– Ahmed Sha’ban (@AhmedShaaban3m) September 16, 2025

As Oracle races toward the imposing heights of a $1 trillion market cap, IREN’s worth languishes below the meager figure of $10 billion, and CIFR, that poor soul, has yet to achieve a $4 billion market cap. HIVE, that gallant underdog, is still minuscule by comparison.

The ascent of large-cap stocks such as Oracle requires a veritable mountain of capital and fervor. It is precisely this dynamic that renders Oracle’s post-earnings leap of 36% all the more remarkable. Yet, one must not forget, it requires significantly less capital to ignite fervent rallies among the humble ranks of the smaller crypto miners, particularly as they embark upon securing more lucrative contracts.

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2025-09-23 00:09