To The Moon

$Oracle(ORCL)$  Honestly, it feels super undervalued for a company that keeps growing billions in revenue and earnings every year. I suppose I'll stay patient.

$Oracle(ORCL)$ One positive aspect of the Bloom deal is that Oracle has the chance to exercise its Bloom warrants. Doing so could bring in over $500 million in profit. The question is, will they actually do it?

$Oracle(ORCL)$ First of all, take-or-pay contracts are exactly that... Secondly, they probably have about 300 billion in other contracts. As posted months ago, even if OpenAI tried to cut by 50%, Oracle's backlog is massive based on their revenue.

$Oracle(ORCL)$ Before the Open AI deal, Oracle was trading above 200. After the deal, everything is tied to Open AI, as if Oracle wasn’t a Fortune 500 company before Open AI even existed—what a complete joke. Oracle also owns part of the TikTok US branch, which is huge. This company should be worth over 1 trillion.

$Oracle(ORCL)$  Imagine raising over 120b in the last funding round and still having people worry about its future. Honestly, with so many companies heavily invested in OpenAI, it’s highly unlikely to fall.

$Oracle(ORCL)$ Honestly, who cares. If you're just trying to day trade those $170 tech stocks, I think you might be playing in the wrong sandbox. These giant AI-driven stocks are built to be held, especially at these current prices. As Charlie Munger said, "Making real money in the stock market doesn't come merely from the buying and selling of stocks. The real money is made in the waiting."

$Oracle(ORCL)$  Thanks to Wall Street managements for some cheaper shares.

$Oracle(ORCL)$  Oracle is far more embedded in the AI era, with far more AI solutions deployed than IBM.

$Oracle(ORCL)$  Orcl should continue to perform well under Larry's leadership. It's not a typical SAaS company. The current run is nice, but it can go much higher.

$Oracle(ORCL)$ No nerves at all. The cause is IBM falling despite beating results. ORCL couldn't care less. It's just intraday traders scaring to fish for low prices. Take a nap, guys, and believe.