AdamDavis
AdamDavis
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$Oracle(ORCL)$ I'd be glad to see sustainable growth like Meta's in 2023 - from $100 to $500. The Anthropic IPO and Nvidia earnings should push Oracle higher.
avatarAdamDavis
11-11 10:50
$Oracle(ORCL)$  Could see a 12-15% move up tomorrow. If CRWV can put up a quarter this strong, then ORCL should have no problem beating the numbers in December.
$Oracle(ORCL)$ The idea that Oracle would go insolvent seems pretty far-fetched. They're still sitting around 4x debt to EBITDA. I'm watching to see if it dips below $110, which in my view would mark a bottom. Any positive news could flip this to the $180 to $220 range. I may add more below that level if the opportunity presents itself. I'm not into trading every day and stressing over it. Payday comes once a year or once every couple of years.
$Oracle(ORCL)$ Getting closer and closer to that psychological $100 level. The only question is when. It's not hard to imagine this in double digits.
$Oracle(ORCL)$ ORCL has raised the $20B they need, and they already have major data centers built or being built with all the approvals in place. That is a huge competitive advantage.
$Oracle(ORCL)$ This stock should be worth at least 180-200. The blue wave will slow down data center construction, which is generally very good for it.
$Oracle(ORCL)$ So if data center demand fades, that could actually work out for Oracle. They'd return the extra capital and just stay the main landlord, charging a premium for AI infrastructure. That looks like a win either way.
$Oracle(ORCL)$ Panic selling seems to be settling around the last low of $114, now at $118.9. Oracle was at $146 a few days ago, so it could continue bouncing. Also interesting that the Nasdaq is down 10% with heavy selling, yet Oracle hasn't broken the $114 level from a few months ago.
$Oracle(ORCL)$ Hoping it stays around this level for at least one more day since my deposit won't clear until tomorrow. I want to add 1,000 more shares at this price. One more day near the bottom would be ideal. In three years, I think I'll be in great shape. Panic sellers, day traders, shorts, and the rest of them are making that possible, and I appreciate it.
$Oracle(ORCL)$ Retail flows in the illiquid extended session are behind this dip. Once regular trading gets going, the move could get bought back quickly, and that tends to leave the smaller retail traders wishing they had held on to their 1 or 2 shares.
$Oracle(ORCL)$ Let it drop another 10%, I don't really care. We all know where this is heading: $800 by 2030.
$Oracle(ORCL)$ I bought $140 calls last week and basically gave up on them, but now I'm almost back to even.
$Oracle(ORCL)$ Oracle looks like it is cornering the market. They are locking up deals everywhere, which is creating a monopoly-like position for themselves. Eventually everyone will have to go to Oracle, and they will charge for everything. Ellison has a vision to dominate the data center space for his son's inheritance. It will pay off big time.
$Oracle(ORCL)$  Sentiment is moving higher than the price, which is a good sign. I'm very bullish here — could see 170 in a blink of an eye.
$Oracle(ORCL)$ Nice move back into the prior trading range. Hope it keeps going.
$Oracle(ORCL)$ When the stock was at $345, the RPO backlog was $455 billion. Now with the stock at $126, that backlog has climbed to $664 billion. So there's $209 billion in guaranteed contract revenue locked in while the market value got cut by more than half. At the same time, the P/E multiple dropped from 72x down to 20x trailing, and 15.5x forward. I just find it interesting that if this whole cycle falls apart, every hyperscaler would evaporate. But if it doesn't, this is the only one with a backlog larger than its market cap and triple-digit percentage growth in cloud/OCI. Even executing 50% of that backlog, let alone the full $664 billion, would already be a massive rerating. And yes, there is large exposure to OpenAI, but even in a wo
$Oracle(ORCL)$ The same people talking down these shares to scare holders into selling are likely the ones accumulating them. After the election, they'll probably be calling them cheap and undervalued. I'm holding, paid cash, nothing to lose and no clock ticking on borrowed money.
$Oracle(ORCL)$  This looks like one of the biggest market dislocations since MU was stuck around $100 at the start of 2025. It should be recovering alongside NOW and CRM. It will have its day.
$Oracle(ORCL)$  ORCL is seeing decent volume right now, with sellers getting cleaned out on this move down. I think 128 is a reasonable level to buy, and it could trade higher tomorrow.
$Oracle(ORCL)$  Every time we dip to the 4-year average, it tends to bounce back. Right now we're sitting a bit below that level. Buffett's view is that's a buying opportunity, and for blue chips that's basically gospel. Just saying.

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