$Oracle(ORCL)$ ORCL's year-to-date performance is flat, but year-over-year it's up 20%, which is not bad at all. Over a five-year span, whoa, it has doubled the S&P 500. So people can dump it all they want, but ORCL has delivered solid performance. I'm sticking with Charlie Munger's advice: “The big money is not in the buying or the selling, but in the waiting.” So far, the waiting has been very, very good.
$Oracle(ORCL)$ Some positive aspects about recent trades. All software stocks like Intuit, ServiceNow, Workday, Adobe, Salesforce ... are down except Oracle.
$Oracle(ORCL)$ Nvidia described Oracle Cloud Infrastructure as the first cloud provider to deploy Vera at hyperscale. Seems like it's only a matter of time.
$Oracle(ORCL)$ Another solid move recently. It's the second time testing the $200 level in the past two weeks. The options activity is sending a strong signal, pushing for a break above $200. The next step is to see if it can actually hold and move past it.
It seems to have dawned on a few investors that $Oracle(ORCL)$ is the AI whisperer for the big three hyperscalers. In the AI revolution, it feels more like the indispensable player.
$Oracle(ORCL)$ Those shorts and their fear-mongering. I was scared when Oracle was at $130, and my average cost is $187... I'm sure not nervous now. $250 by year-end is very plausible.
$Oracle(ORCL)$ Cerebras Systems is a fascinating case because it represents the opposite philosophy to NVIDIA's chiplet-heavy approach. Cerebras builds the largest monolithic silicon die ever made—the Wafer Scale Engine. Instead of cutting a wafer into hundreds of smaller dies, they essentially keep the wafer intact as one enormous chip. Why the buzz around its IPO matters: The 20x oversubscription level signals investors see it as a credible challenger to NVIDIA's dominance in AI hardware. It's rare for a semiconductor IPO to attract that much enthusiasm. Its whole-wafer design packs hundreds of thousands of cores and massive on-chip memory. This eliminates the inter-chip communication bottlenecks that plague