JackJackson
JackJackson
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avatarJackJackson
10-02 07:18
Bears keep saying $Oracle(ORCL)$  is headed for default because of the bonds and the debt load. If they're so confident, why did Director Stephen Rusckowski just buy 25,000 shares on the open market for $3.48M at an average of $139.35. Insiders don't put their own cash in unless they believe in the story. Shorts have been warned.
avatarJackJackson
10-02 06:40
$Oracle(ORCL)$ Insiders are using their own personal cash to buy shares in the open market. I think we could see 300+ by end of year.
avatarJackJackson
10-02 03:31
$Oracle(ORCL)$  Once Oracle reports earnings, I think a lot of the people criticizing the company for carrying "too much debt" will see things differently. Debt is a normal and often necessary part of financing growth, especially for a company investing heavily in expansion. If Oracle keeps delivering strong results, I believe the stock can eventually get back to the $300 level and beyond. Patience is key here.
avatarJackJackson
10-02 02:53
$Amazon.com(AMZN)$ Amazon has signed a 20-year, $3B+ agreement with $Constellation Energy Corp(CEG)$  to help upgrade the Calvert Cliffs Clean Energy Center, a nuclear site on the western shore of Chesapeake Bay, by adding 190 megawatts of power that will feed back into the regional grid. That is enough to power about 147,000 new homes. In return, Constellation will supply Amazon with up to 690 megawatts of power long term from across its fleet, plus a 20-year fixed or structured contract that provides predictable power pricing across its AWS data centers and logistics footprint in the PJM electricity market, covering 13 states including Virginia and Maryland. This deal supports Amazon's goal to
avatarJackJackson
10-01 15:05
$Oracle(ORCL)$ Great news. I hope this carries into continued upward momentum through earnings season next month. It has been stuck in a rut since September, but I am holding no matter what.
avatarJackJackson
10-01 11:12
$Oracle(ORCL)$ Now there's a fresh reason for buyers to show up. FT is reporting a roughly 7B Tencent deal for 100,000 AI chips, with 30 percent paid upfront, though those terms are reported rather than company confirmed.
$Oracle(ORCL)$  Every $1 move up feels like a real struggle.
Kuehne + Nagel announced a comprehensive, multi-year strategic collaboration with $Amazon.com(AMZN)$ , running up to 7 years. Beyond traditional e-commerce freight forwarding and retail logistics, the agreement expands into managing end-to-end supply chain infrastructure for AWS. Under the extended agreement, K+N will handle full lifecycle logistics for AWS data center infrastructure. The scope covers construction logistics, server and equipment deployment, ongoing maintenance, power and cooling infrastructure transit, and hardware upgrades. Amazon will have an option to purchase existing shares of Kuehne+Nagel, with the acquisition conditional upon meeting commercial milestones and providing services for a period of up to seven years. This c
QNT.XLess than a million QUANT left on exchanges. Volume on the big move up was 1.5b+ in a single day. Theoretically, the supply could be zeroed out with 250m, which is just a fraction of the daily volume from a few days ago. If you don't think this can hit 5-10k, you're not understanding the story here. Working with $Oracle(ORCL)$  and the clearing house (top 25 global banks) $Goldman Sachs(GS)$  JPM. Supply is nearly gone.
$Oracle(ORCL)$ A daytrader's dream. This kind of setup should stay active at least through the Friday close.
$Oracle(ORCL)$ Still extremely undervalued. Fair value is $240.
$Amazon.com(AMZN)$ That 15-20% earnings pop is completely gone. No surprise the stock has only moved about 40% over the past five years. A 3% bounce between now and Wednesday would be enough for me to cash in on my 300-400% gains from two-day swings.
$ServiceNow(NOW)$ $Oracle(ORCL)$ They are really taking a beating right now. Still, I have strong conviction that both of these will be over $300 in the near future.
$Oracle(ORCL)$  Michael Burry covered his shorts. Not much downside from here. Expect $140 by EOW.
$Oracle(ORCL)$ If you've been waiting to buy cheap, that only happens during bad sentiment. You aren't going to get good news and a falling stock at the same time. This is the price level worth considering for accumulation, but don't buy all at once — accumulate gradually instead. $Defiance Daily Target 2X Long ORCL ETF(ORCX)$  $Direxion Daily ORCL Bull 2X ETF(ORCU)$ 
$Oracle(ORCL)$ Looking forward to adding to my position soon. All this fear is probably pushing it lower still — tasty fear. It reminds me of the panic sellers who recently dumped $Bloom Energy Corp(BE)$  over a short report from some rich kids who have never worked in the real world. The whole short case and fear around Oracle is coming from people in the finance world who don't actually understand the business. Same type of people who shorted $Bloom Energy Corp(BE)$  back in 2024 when its float had between 20-30% short interest simply because it was loss-making.
$Oracle(ORCL)$  Politics gets in the way, but once the right people are taken care of, things move along. Oracle has already built plenty of data centers like this and customers are using them. This one will get built too. The company has Washington's ear. A little pressure so the builders can smooth things over politically, and it moves forward. It's not as big a deal as it's being made out to be. The sky isn't falling, and revenues are skyrocketing. The shorting here looks absolutely ridiculous. This is a buying opportunity of a lifetime. In 6 months this will be history and we'll be at 250 at least.
$Oracle(ORCL)$ If this level of debt was sitting in the UK or French markets, there might be a real case to worry. But this is the US, where the economy is a juggernaut. There will be bad debt along the way, yet the AI buildout needs to happen regardless. Beyond the chips, the US also needs the grid and infrastructure to deliver.
$Oracle(ORCL)$ Even with all the bearish price action, the stock held the bull flag. Lots of chop in this parallel. It's a day trader's stock, and for longs who can handle the volatility.
$Amazon.com(AMZN)$ A massive bullish divergence is still in place. Price has retested within the downtrend. Earnings are about a month out, and the business is the most diversified, trading at a discount like Meta.

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