AdamDavis

    • AdamDavisAdamDavis
      ·04:59
      $Oracle(ORCL)$ That's big news. Trump just said he wants to meet with Iran's president on the sidelines during the UN. Futures could take off on that tidbit, and I'd expect to see oil drop precipitously.
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    • AdamDavisAdamDavis
      ·09-18
      $Oracle(ORCL)$  Fundamental and technical breakdown on ORCL. Business overview: enterprise technology giant providing cloud infrastructure through OCI. Profitability and financials: highly profitable, with strong operating cash flows and expanding cloud infrastructure margins driven by heavy AI workload demand. Latest earnings report for Q1 FY2027: beat EPS estimates at $1.92 vs. $1.74 expected, and revenue came in at $19.35B vs. $19.30B expected. Overall bias is bullish. The technicals are coiling in an 8-hour bottoming base above the $147.68 support level, backed by the strong Q1 earnings beats and aggressive autumn call flow sweeps. Key levels for bulls and bears: Bull reclaim trigger: $155.00 / $165.75 Overh
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    • AdamDavisAdamDavis
      ·09-18
      $Oracle(ORCL)$ Volume has pulled back since the market makers drove it down. Most of them have likely already taken their profits and moved on. There's a reasonable chance of $165 to $170 in the next session. After some profit taking, it could head higher next week.
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    • AdamDavisAdamDavis
      ·09-17
      52-week performance for the top 5 hyperscalers: $Alphabet(GOOGL)$  +36.51%, $Amazon.com(AMZN)$  +5.09%, $Microsoft(MSFT)$  -3.68%, $Meta Platforms, Inc.(META)$  -13.57%, $Oracle(ORCL)$  -53.31%. Google was the winner over the past year and Oracle was the loser. Looking ahead to the next 12 months, which one do you think will be the big winner or loser?
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    • AdamDavisAdamDavis
      ·09-16
      $Oracle(ORCL)$  Quorum Health has chosen Oracle Health's AI-driven platform as its standard for clinical and operational systems across its hospital network.
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    • AdamDavisAdamDavis
      ·09-16
      $Oracle(ORCL)$ There could be news coming about Japan picking ORCL cloud for a sovereign cloud contract.
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    • AdamDavisAdamDavis
      ·09-16
      $Oracle(ORCL)$  Looks like I need to double down here. With Zeta, Meta and Okta, I made a killing just by doubling down at the bottom or near it. All three worked out. The question is whether I can hold on.
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    • AdamDavisAdamDavis
      ·09-16
      $Oracle(ORCL)$ After the latest quarterly earnings and the forward outlook, I really don't get why anyone would be selling. I'm holding past tomorrow.
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    • AdamDavisAdamDavis
      ·09-15
      $Oracle(ORCL)$ I bought a lot of ORCL today, my wife thinks I'm crazy. I'm hoping it drops to $130 so I can add more. I'd actually be fine with more downside here. This is my pick.
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    • AdamDavisAdamDavis
      ·09-14
      $Oracle(ORCL)$ The bear thesis is just wrong. Even if big AI companies slow down development of new models, that doesn't mean AI consumption stops. AI usage keeps growing, and more data centers will be needed anyway.
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