Oracle Defies Doubts: More Rebound Room After Stock Halves?

Oracle Corporation (ORCL) achieved a milestone not seen in fifteen years, reporting third-quarter revenue and EPS growth that both exceeded 20% YoY. Even more impressive was the disclosure of its Remaining Performance Obligations (RPO)—a key indicator of future revenue—which reached a staggering $553 billion. Can Oracle’s GPU-heavy cloud infrastructure maintain 20%+ growth as competition from custom internal chips intensifies?With $553B in the pipeline, will the market reward ORCL with a "hyperscaler valuation" multiple in 2026?

Oracle is underrated. Watch the space
$Oracle(ORCL)$  this is going to be a lucrative  share to invest in for short term gains 
avatarLeafie
03-14
[Cry]  [Cry]  [Cry]  sad
avatarxc__
03-13

💥 Oracle's $553B Backlog Just Ignited an 8% Stock Explosion – Debt Panic Officially Overblown?! 🚀📈

Oracle Corporation ( $Oracle(ORCL)$ ) is stealing the spotlight once again with a quarter that screams unstoppable momentum! The company crushed it with revenue and EPS both blasting past 20% year-over-year growth – a level of firepower we haven't witnessed in a decade and a half. 💪 But the true game-changer? That eye-popping Remaining Performance Obligations (RPO) figure hitting a record-shattering $553 billion. This isn't just hype; it's a rock-solid pipeline of committed future revenue that's got investors piling in and sending shares soaring 8% in a single session. 🔥 Picture this: Oracle's cloud business, stacked with cutting-edge GPU clusters, is turning AI dreams into enterprise reality at lightning speed. Enterprises are flocking to OCI for
💥 Oracle's $553B Backlog Just Ignited an 8% Stock Explosion – Debt Panic Officially Overblown?! 🚀📈
avatarAqa
03-12
$Oracle(ORCL)$’s stock price is highly speculative now although its fundamental profitability remains intact. It would be prudent to trade this stock with diligence. Thanks @Tiger_Earnings @TigerStars @Tiger_comments
avatarAqa
03-12
$Oracle(ORCL)$’s share price spiked above $171 following release of its robust earnings report. This marks the first quarter in 15 years in which both revenue and earnings grew more than 20% simultaneously. ORCL’s key support at $150 that held would limit further declines and ORCL is now on institutional buyers’ watchlist. Expect ORCL’s share price to range between $160 to $170. Any surge in volume buy momentum would push ORCL’s price on the uptrend. Thanks @icycrystal @Tiger_Earnings @TigerStars @Tiger_comments
avatarJC888
03-12

ORCL - A Buy Post Q3 Earnings or Debt Trap?

It wasn’t too long ago that I had posted on Microsoft and Oracle on 26 Jan 2026. Click here ! for details. That was before the twist in the bidding war between $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ over $Warner Bros. Discovery(WBD)$ , with PSKY eventually edging out NFLX to become the new owner of WBD. The 'x-factor' in that victory was support by ORLC’s Executive chairman / CTO Larry Ellison’s irrevocable personal guarantee of over $40 billion (with estimates now reaching $45.7 billion) to backstop his son David’s bid. While this move successfully wrestled the crown jewel of Ho
ORCL - A Buy Post Q3 Earnings or Debt Trap?
avatarShyon
03-12
From my perspective, the massive AI-driven backlog at Oracle $Oracle(ORCL)$ shows strong customer demand for AI infrastructure. A $553B RPO signals long-term contracts and real market confidence. However, backlog is still future revenue, so the key question is whether the company can execute and deliver that capacity over the coming years. At the same time, the financial pressure is real. With heavy CapEx and over $100B in liabilities, Oracle is making a big bet on the AI data-center cycle. The positive sign is that some contracts involve customer prepayments or customer-funded GPUs from partners like Nvidia, which helps reduce financing risk. Overall, I think the market may still underestimate Oracle’s pricing power in AI infrastructure. If dem

Oracle Debt Largely Overblown, Oracle Secured "Goldilocks" Position

$Oracle(ORCL)$ ’s fiscal Q3 2026 earnings (reported March 10, 2026) were a watershed moment, marking the first time in over 15 years that both organic revenue and non-GAAP EPS grew by more than 20%. The massive $553 billion backlog (Remaining Performance Obligations, or RPO) is the primary driver of the stock's 8%+ jump, as it provides a multi-year "moat" of guaranteed demand. Earnings & Guidance: The $90 Billion North Star The earnings signal a definitive shift from "legacy database company" to "AI hyperscaler." Massive Backlog: The RPO surged to $553 billion, up 325% year-over-year. This was driven by several "mega-deals," most notably a $300 billion cloud infrastructure partnership with OpenAI. Revised Outlook: Oracle raised its fiscal 2027
Oracle Debt Largely Overblown, Oracle Secured "Goldilocks" Position
$Oracle(ORCL)$  Oracle’s recent results are undeniably strong. A $553B Remaining Performance Obligation (RPO) backlog signals extraordinary forward demand, largely driven by AI infrastructure and GPU-based cloud contracts. However, sustaining 20%+ growth will depend on several structural factors. 1. Can GPU-driven cloud growth continue? Oracle’s advantage is its AI-focused infrastructure niche: It offers lower-cost GPU clusters compared with traditional hyperscalers. Strategic partnerships with major AI developers create multi-year compute contracts. Database dominance keeps enterprise workloads sticky. However, competition is intensifying: Hyperscalers like Microsoft, Amazon and Google are deploying custom AI chips (TPU, Trainium, Maia). The

🎁Oracle Surges 8% on Massive $553B PRO! Are Debt Risks Exaggerated?

$Oracle(ORCL)$’s stock just surged over 8% in after-hours trading! 📈 Driven by the AI data center boom, the company crushed Wall Street estimates and delivered its strongest earnings report in 15 years. 🚀 However, this historic win can't hide its massive financial pressures. $Oracle(ORCL)$ currently faces liabilities exceeding $100 billion,⚠️coupled with rumors of 30,000 layoffs for an AI-driven restructuring. So, is the market being overly optimistic, or is $Oracle(ORCL)$ truly the next AI powerhouse? 🤔 Let’s break down the core financials, the underlying risks, and the valuation outlook. 👇 1. 💵Did AI Just Supercharge Oracle’s Balance Sheet? Historic Highs : Tot
🎁Oracle Surges 8% on Massive $553B PRO! Are Debt Risks Exaggerated?

Option Movers | Oracle's Volume Surges 133%; NIO's $5.5 Call Soars 300%

Market Overview U.S. stocks lost steam on Tuesday (Mar. 10), ​with the S&P 500 giving up early gains to skid into negative territory as investors weighed fading hopes for an earlier-than-expected end to the U.S.-Israeli ‌war on Iran against a backdrop of renewed military threats and ongoing worries of economic stagflation. Regarding the options market, a total volume of 54,141,943 contracts was traded, down 12% from the previous trading day. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $VIX(VIX)$, $MSFT(MSFT)$, $ORCL(ORCL)$,
Option Movers | Oracle's Volume Surges 133%; NIO's $5.5 Call Soars 300%
avatarShyon
03-11
My stock in focus today is $Oracle(ORCL)$ after its latest earnings showed that AI demand is still significantly outpacing supply. The company reported revenue of $17.19B, up 18% year over year, while adjusted EPS of $1.79 came in ahead of expectations. What really stands out is management raising its fiscal 2027 revenue outlook to $90B, signaling strong confidence that the AI-driven cloud boom still has plenty of runway. With demand for AI training and inference continuing to surge, Oracle believes the growth momentum could extend well beyond the near term. Another interesting point is how AI is also improving Oracle’s internal efficiency. The company mention
$Oracle(ORCL)$ Huge debt. Fake it till you make it company. Thank you Larry. U the hero.
avatarTiger V
03-10
$Oracle(ORCL)$ I added to my position in Oracle Corporation following a research update from Jefferies Financial Group analyst Brent Thill. While the price target was lowered from $400 to $320, the Buy rating remains intact, reflecting a more conservative view on AI margins rather than weakening fundamentals. Partner survey data still points to expanding AI adoption and stronger pipeline visibility into 2026. Notably, Oracle Cloud Infrastructure is projected to grow about 86%, with roughly $18 billion in net remaining performance obligations. I see the revision as prudent expectation management while long-term cloud and AI demand continues strengthening.

Option Strategy | Oracle Shows an Implied Move of About 11% as Earnings Loom; $180 Call Strike in Focus With 11,522 Open Interest

$Oracle Corporation(ORCL)$ is scheduled to report its latest quarterly results after the market close on March 10. As a global leader in enterprise software and cloud services, the company’s performance—particularly the growth trajectory of its cloud infrastructure business amid the artificial-intelligence boom—has become a key focus for investors. Ahead of the earnings release, the options market is already positioning for significant volatility, potentially creating opportunities for investors to deploy strategies designed for high-volatility environments. Key Earnings Themes and Market Expectations Consensus expectations Revenue: approximately $16.91 billion, up about 17.5% year over year Adjusted EPS: around $1.702, up about 14.05% year over y
Option Strategy | Oracle Shows an Implied Move of About 11% as Earnings Loom; $180 Call Strike in Focus With 11,522 Open Interest

U.S. Stocks Stage Sharp Rebound as Trump Signals Iran War May End Soon

U.S. stocks mounted a powerful comeback Monday after comments from Trump suggested the conflict with Iran could end sooner than previously expected, calming investor fears and sending equities higher. The Dow Jones Industrial Average rose 239 points, or 0.5%, while the $S&P 500(.SPX)$ gained 0.8%. The tech-heavy $NASDAQ(.IXIC)$ led the rally, surging 1.4%. The rebound marked one of the market’s largest intraday reversals in nearly a year. Top Gainer: $SanDisk Corp.(SNDK)$ (+11.6%). Biggest Decliner: Paramount Skydance (-6.7%) Best Sector: Technology (+1.8%). Worst Sector: Financials (-0.5%) From Oil Shock to Market Rally Oil Markets opened sharply lower afte
U.S. Stocks Stage Sharp Rebound as Trump Signals Iran War May End Soon

AI Companies: What's Their Next Step?

Hello everyone! Today i want to share some AI trading ideas with you! 1. It’s been over a decade since $Microsoft(MSFT)$ broke its 200-week EMA which now aligns with the anchored VWAP from the Oct 2022 bear-market bottom around the $385–$390 range. Big level the stock needs to defend. Image 2. OpenAI reportedly backed away from Abilene expansion because it wants separate facilities purpose-built around $NVIDIA(NVDA)$ upcoming Vera Rubin chips instead of scaling further with $Oracle(ORCL)$ . Oracle then stepped aside while Nvidia put down a $150M deposit & began early talks with $Meta Platforms, Inc.(META)$ . Image 3.
AI Companies: What's Their Next Step?

Option Strategies: ORCL& PATH

Hello everyone! Today i want to share some option strategies with you! 1. $UiPath(PATH)$ announces earnings after the closing bell on Wednesday. Expected move is ~16%. Am looking at writing a strangle, March 13 expiration, 9 or 9.5 put strike & 17 call strike. Image 2. $Oracle(ORCL)$ announces earnings after the closing bell on Tuesday. Expected move is ~11%. Am looking at writing puts on a strike in the 100-120 range, Mar 13 and/or 20 expiration. Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Ac
Option Strategies: ORCL& PATH
$Oracle(ORCL)$   Oracle’s 9.6% surge reflects renewed conviction that its AI infrastructure narrative is gaining credibility rather than remaining aspirational. 1. Will OpenAI funding progress sustain Oracle’s rebound? Improved funding visibility reduces counterparty risk and signals continued demand for large AI training clusters. That supports: Multi-year capacity contracts Higher cloud backlog Better utilisation of new data centres However, sustainability depends on execution. If AI workload growth translates into durable OCI revenue acceleration, the rally can extend. If spending normalises or shifts toward competitors, multiple compression risk returns. 2. Can large-scale financing cement leadership? Heavy capital deployment helps O