JackJackson

    • JackJacksonJackJackson
      ·09-11 04:27
      $Oracle(ORCL)$ Down 37% in one year and 24% in 3 months. Way cheap.
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    • JackJacksonJackJackson
      ·09-10 22:25
      $Oracle(ORCL)$ About to crush earnings and rip some faces off.
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    • JackJacksonJackJackson
      ·09-10 22:01
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    • JackJacksonJackJackson
      ·09-10
      $SAP SE(SAP)$ From Q4 2026 onward, Joule could take a major step from being a passive AI assistant to becoming an executive digital worker operating directly inside business processes. With Agent-to-Agent capabilities, SAP's AI could increasingly act autonomously across enterprise systems, write data back and execute tasks rather than simply provide recommendations. This is where SAP may hold a major strategic advantage: it sits directly on top of mission-critical corporate data and workflows. Competitors such as $Microsoft(MSFT)$  and $Salesforce.com(CRM)$  often depend on integrations into SAP environments, while Joule can operate natively at the c
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    • JackJacksonJackJackson
      ·09-10
      $Oracle(ORCL)$ Most of the bad news is already priced in, and any positive news could push the share price higher. So I'm staying with it.
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    • JackJacksonJackJackson
      ·09-10
      $Oracle(ORCL)$ Hoping to see this above $200 by Friday. Short sellers should just pack it up.
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    • JackJacksonJackJackson
      ·09-10
      $Oracle(ORCL)$  Down 24% over the past 3 months and 32% over the past year. There are a lot of gaps to fill up there.
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    • JackJacksonJackJackson
      ·09-09
      $Oracle(ORCL)$ I was pointing out buying and holding in a long-term account around $115, and I'd say the same thing again — buy and hold shares in a long-term account. Oracle's aggressive investments should pay off, and this could become a monster in the years ahead. It starts with a solid earnings report showing how they can generate serious profit from the data center investments along with their other businesses. Some people called Larry's approach gambling. He's not gambling. He's positioning Oracle for the kind of compounding, accelerated growth that AI can deliver. Demand is compounding, and profits should follow.
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    • JackJacksonJackJackson
      ·09-09
      $Oracle(ORCL)$ Oracle's investment in OpenAI is already showing signs of generating significant returns.
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    • JackJacksonJackJackson
      ·09-09
      $Oracle(ORCL)$ Guggenheim just came out with a new target of 400 for Oracle, joining Bernstein at 325, Cantor at 284, and Mizuho at 320.
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