JackJackson
JackJackson
No personal profile
0Follow
82Followers
0Topic
0Badge
$Oracle(ORCL)$  It's up 8%, yet short sellers would think it's down 8% with the nonsense they talk.
$ServiceNow(NOW)$ , $Oracle(ORCL)$ , $Microsoft(MSFT)$ , and $Toast, Inc.(TOST)$  — AI is going to make these companies stronger over time. Not just a beat; the outlook is awesome.
For all Longs, this is not a surprise at all. $Oracle(ORCL)$  will continue to ride higher in this crazy market.
I notice $Oracle(ORCL)$  stock rising as Q3 earnings beat estimates, with AI demand expected to be a multiyear tailwind.
Jim Cramer says $Oracle(ORCL)$  is the king of data centres and the fastest growing.
$Oracle(ORCL)$ Forecast looks very solid; seems we're heading back to +200s.
$Oracle(ORCL)$ Revenue came in at $17.2B, Cloud revenue at $8.9B, and EPS at 1.79. It beat on all sides. 200+ soo.
The Stargate project for $Oracle(ORCL)$  appears more certain than before. Following the recent volatility shakeout, I tend to think a bullish reversion and a long-term uptrend are likely.
$Oracle(ORCL)$ Another notable overreaction to matters unrelated to $Microsoft(MSFT)$  or ORCL. I tend to believe the AH market should be abolished permanently.
The weekend report from The Information, stating the Stargate joint venture has minimal staff and remains amorphous, is completely irrelevant. What the report fails to mention is that STARGATE has zero impact on $Oracle(ORCL)$ 's near-term or even intermediate earnings. The joint venture was always more of a high-level photo opportunity framework or announcement than a genuine revenue driver for Oracle. It is infuriating yet comical at the same time. This too shall pass.
$Oracle(ORCL)$ Another 88 million contract. No one cares. But they will.
Many, I mean many good clients from $Amazon.com(AMZN)$  AWS have moved away to $Oracle(ORCL)$  OCI. And many are moving away from GCP. For $Alphabet(GOOGL)$ , luckily their GCP revenue comes from its own products. Their cloud offering is very bad interms of performance, security, and high availability.
It would be incredible if Trump announced a direct US investment of $5 to $10 billion in $Oracle(ORCL)$ , like they did for INTC.
$Oracle(ORCL)$  Technical flows indicate a marked sectoral rotation with ORCL.
$Oracle(ORCL)$ Entering beast mode, the $165 bull rally has improved vision and clarity.
For long-term investors with a multi-year horizon: Many analysts believe $Oracle(ORCL)$  still has growth runway and strong cloud/AI positioning. Current prices could offer a discount relative to long-term targets. A buy-and-hold strategy could benefit if $Oracle(ORCL)$  captures cloud market share.
Many investors don't understand that $Oracle(ORCL)$  makes billions. Other companies make millions, but this one makes billions.
$Oracle(ORCL)$  $SUPER MICRO COMPUTER INC(SMCI)$  is set to make substantial profits from AI servers, as every major company is building its own AI data center – for your information.
AI is the answer. $Oracle(ORCL)$  is a part of the answer. The question is still up in air.
Oracle's forward P/E looks remarkably low within the sector. Compared to peers, Oracle $Oracle(ORCL)$  sits around 23.4x. $Palantir Technologies Inc.(PLTR)$  shows 227x, $Advanced Micro Devices(AMD)$  63.9x, $Tesla Motors(TSLA)$  277x, $NVIDIA(NVDA)$  39x, $Apple(AAPL)$  34x, $Amazon.com(AMZN)$  33x, $Alphabet(GOOGL)$  31x, $Microsoft(MSFT)$  30x,

Go to Tiger App to see more news