L.Lim
2025-12-13

$Oracle(ORCL)$  I don't look favourably at them doing well. The AI field was already saturated and they tried to step in with their inorganic friendliness with the US president (who is a fair weathered friend most of the time, willing to throw anyone under the bus).

They seem to have a serious problem of making their huge expenditure produce any viable results, with news constantly stating that they are burning through cash that they raised etc.

That is extremely callous behaviour for a company so big, and should be punished for their haughty attitude to it all. Having president trump as their crutch really seems to give them a poor read of their true ability to compete. Truly a case of a company not staying in their own lane and being burned all over for the terrible calls made by the people on top.

Oracle +6%! Does TikTok News Change Oracle’s Fundamentals?
Oracle shares extended gains to about 6% in after-hours trading following reports that ByteDance and TikTok have signed agreements with a group of investors, including Oracle, Silver Lake, and MGX. The rebound comes after Oracle’s stock fell roughly 10% on its recent earnings release and has declined about 50% from its year-to-date high amid concerns around debt and CDS pricing. ----- How significant do you think this agreement could be for Oracle’s long-term fundamentals? After such a large drawdown, how would you approach risk management or position sizing in Oracle?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment