MartinBrown

    • MartinBrownMartinBrown
      ·09-10 06:52
      $Oracle(ORCL)$ If I know Larry Ellison the way I think I do, he's going to make sure this thing has one hell of a story on the conference call.
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    • MartinBrownMartinBrown
      ·09-09 04:09
      $Oracle(ORCL)$ Before earnings, the algorithms can push the price around however they like. After earnings, I think we see it above $190.
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    • MartinBrownMartinBrown
      ·09-09 02:57
      $Oracle(ORCL)$  Honestly, I wish I had more cash on the sidelines. It seems pretty clear this one is going to fly.
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    • MartinBrownMartinBrown
      ·09-08 08:45
      $Oracle(ORCL)$ Looks like the market really likes OpenAI's new model. We just broke through resistance at 160. Wouldn't be surprised if we surged another 3% to total 6%.
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    • MartinBrownMartinBrown
      ·09-07
      $Oracle(ORCL)$ ORCL earnings are this week, Thursday September 10. OpenAI astra has momentum, and there's good news around it. ORCL's future is tied to OpenAI. Now it's up to ORCL management to deliver results and run a solid earnings call. For once I'd like to see management actually prepared when they host these calls. That includes the two co-CEOs who have been missing in action. Show up prepared, be optimistic. Defend the stock against short sellers the way Alex Karp did when Burry was involved. And the new CFO? Don't come across lost in the woods like last quarter. Build a better relationship with Wall Street and institutions. As for Ellison, he's been absent. Didn't attend the last earnings call. Does he have something more important go
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    • MartinBrownMartinBrown
      ·09-07
      $Oracle(ORCL)$  From where I stand, the question isn't whether to go short or long. It's whether this ends up at $190 or $240.
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    • MartinBrownMartinBrown
      ·09-07
      $Tesla Motors(TSLA)$  I'm adding more this week. Shorts, bears, and fudsters can keep playing their games through Wednesday. Staying long and strong.
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    • MartinBrownMartinBrown
      ·09-04
      $Oracle(ORCL)$ The manipulation dip and bear trap have played out. Now it's about whether the real re-rating starts heading into earnings and beyond.
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    • MartinBrownMartinBrown
      ·09-03
      $Oracle(ORCL)$ Looking at how Dell responded today, it feels to me like Oracle is going to be just fine as well. That is the impression I get from James Lebenthal's take.
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    • MartinBrownMartinBrown
      ·09-02
      $Oracle(ORCL)$ How is Oracle not trading up when $Dell Technologies Inc.(DELL)$ , $NVIDIA(NVDA)$ , and $SUPER MICRO COMPUTER INC(SMCI)$  just posted blowout earnings? Citi also issued a $330 price target on it. Wall Street runs a circus show.
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