Important Reminder: The 1st ever SMRK stock market draft will take place this Saturday at 7:00pm on my Instagram story! Tune in to make your picks! @smrk.finance You will all have $100,000 to buy anything on the open market. You will simple comment in the live chat which stock you will buy and how many shares🔥 You will not be able to sell at any point, and the competition ends in 1 year! Please notify me if you’re interested in joining and send to people you think could be interested!

After attempting to see who is really interested in jining the draft live, I have decided to push it back a week to gain more clarity. I will be live streaming the draft on Instagram and you can join in and make your picks and delegations from there.

We will be holding the first ever SMRK stock market draft this weekend, if that works for everyone. Linked below is the google sheet we will be using to keep score of the progress! https://docs.google.com/spreadsheets/d/1U-9PDveLMgi5IUe4_DjP_9a2dnslmejvJmWyKC0Kgdg/edit?gid=0#gid=0 The draft will take place as a snake draft order, with the order being randomized. Each participant will have $100,000 to spend on 10 stocks that they draft -- split up as they wish. Here's the caveat: there isn't going to be any trading during the competition, only buying and holding. This Saturday (6/13/26) at 7:00pm CST will be the time we will aim for drafting. Which platform would you like to tune into the draft? (answer by selecting in the poll) Any other questions? please leave them below

Oracle: The $553B Revenue Backlog That’s Bigger Than OpenAI’s Entire Runway What RPO actually is: Remaining Performance Obligations = contracted future revenue that hasn’t been recognized yet. For SaaS/AI infrastructure, it’s cash already committed, usually via multi-year deals. Think of it as a “revenue pipeline in the bank.” Oracle’s numbers, Q3 FY2026 reported Mar 10, 2026: • RPO: $553 billion, up 325% YoY. For context, RPO was $138B at end-FY2025, then $455B in Q1 FY2026, $523B in Q2, $553B in Q3. That’s +$415B in 9 months. • Driven by AI infrastructure: “Large multi-year AI infrastructure contracts drove the surge”. Oracle signed a $30B/year deal with OpenAI in July 2025 and “four multi-billion-dollar contracts with three customers in Q1”. • Conversion already happening: Cloud infrastructure revenue grew 52%, then 55%, then 68%, then 84% YoY over the last 4 quarters. Total cloud revenue hit $8.9B in Q3, up 43.5% YoY. • Guidance: Q4 cloud growth 46-50%, FY2026 revenue $67B, FY2027 target raised to $90B. OCI alone guided from $18B FY2026 to $144B by FY2030. Why RPO matters vs. cash burn: Oracle’s customer-prepayment model means “most equipment needed is either funded upfront via customer prepayments so Oracle can purchase the GPUs, or the customer buys the GPUs and supplies them to Oracle”. That reduces balance sheet risk while locking in demand. OpenAI: Big User Numbers, But Revenue Targets Are Wobbling OpenAI’s disclosed scale: • Revenue: $2B monthly as of end-March 2026, implying ∼$24B annualized run rate. Sacra estimates $25B ARR Feb 2026. OpenAI generated $4.3B in H1 2025, +16% vs all of 2024. • Users: 900M+ weekly active ChatGPT users, 50M+ paying subscribers. Only ∼5.5% of 900M users pay. • Targets: Expected to 3x revenue to $12.7B in 2025 and double again to $29.4B in 2026. Cash-flow positive not until 2029 at $125B revenue. The misses: • WSJ reported OpenAI “missing its own revenue targets, falling short of user benchmarks” and “missed multiple monthly revenue targets in early 2026”.

🔥The First-Ever SMRK Stock Market Draft Will Be Going LIVE! Think you can pick a winning portfolio better than anyone else? It’s time to take your ideas to the chalk board to compete against everyone else! We are launching our very first Stock Market Draft, and we want everyone in the community involved. No matter if you are a seasoned options trader or just getting your feet wet, this is your chance to build a dominant fantasy portfolio and compete for the top spot. 📊 How the Draft Works - The Setup: Just like a fantasy football draft, we’ll take turns drafting individual stocks/ETFs. - The Goal: Build the highest-performing (% based) portfolio over the course of the competition. - The Tracking: We will constantly update the community tab with our leaderboard (also on a google sheet) This is a way for us to consistently focus on the long term fundamentals of the businesses we draft! 🚀 How to Lock In Your Spot (Super Easy!) We are keeping entry incredibly simple. To get your name on the draft board, all you have to do is: 1. Drop a comment below with the best day of the week you can do a live draft this summer! 2. That’s it. You're on the list. Try to recruit your friends (forward this email) because we could have 20+ people for the draft! I will be hosting the draft on a google meet or a YouTube Livestream in the coming weeks🔥 Let me know in the comments if you're interested!