$Oracle(ORCL)$ Hard to say if there will be a dip tomorrow in case of a blue wave. The AI development will continue regardless. I'm still bullish on ORCL.
$Oracle(ORCL)$ Whatever happened, the bottom line is that ORCL did what they said they would do. They did not need over 40+ billion as expected, only 20 billion, and they could become a profitable company in 2027-2028. Oracle is on the right track to achieve what they set out to do. I'm long and I'm the biggest loser on this board.
$Oracle(ORCL)$ The Street is slowly catching on that ORCL is moving in the direction management planned and intended. Their PR handling remains as sloppy as ever, and the results are there for everyone to see. I'm glad I picked up a bit more recently.
$Oracle(ORCL)$ If this price reflected true value, ORCL management would have had to be clueless and crazy to have started building out their data center network. They are neither clueless nor crazy, and they explained it all very well recently. That said, this is a gift price right here, politics or no politics.
$Oracle(ORCL)$ ORCL has a huge software clientele, which gives it a big moat for building out its data center and AI presence. Sellers are way off base at these levels.
$Oracle(ORCL)$ The bond and stock offerings came up during the conference discussions last week. The stock offerings are ATM, and Oracle will only offer when needed before 2030. The short attack is still there, though, targeting all data center companies due to the election uncertainty. It should turn around after the election, despite the selloff. I'm not doing options. Buy and hold, no option trading. The reward should be decent when ORCL bounces back.
$Oracle(ORCL)$ I'm in deep enough now to wait and see how the next few quarters play out. Selling at a loss isn't something I'm going to do at this point. ORCL can recover, but it will take time. Patience is the approach here.
$Oracle(ORCL)$ Reasons I bought back into Oracle: 1) It was already undervalued and keeps growing fast. 2) The AI investments seem likely to pay off in a big way for the company. 3) They did a 2.5% dilution to raise funds and the stock dropped 6% (at least when I picked some up a little while ago). They're raising the equivalent of another 2.5% through traditional means. So worst case should be a 5% hit to the share price. On a day when most similar tech stocks are up 2-4%, the worst case should really be a 1-3% down day, and right now it's far worse than that, which tells me it's oversold. 4) All of the potential downside looks priced into the current share price, but none of the upside is. 5) It's a strong company with an excellent reputati
$Oracle(ORCL)$ Waking up with coffee and seeing some people act like they have the best investment advice is always something. A few weeks later, they usually end up eating their words. The $20B debt financing was already disclosed during the investors call, but some still love the doomsday angle. See you at $200 in a few months.