AdamDavis

    • AdamDavisAdamDavis
      ·10-02 12:59
      $Oracle(ORCL)$ This looks like one of the biggest bargains on Wall Street. From where I stand, not investing now at this slashed 50% discounted rate just doesn't make sense. Stephen Cohen, who runs one of the most successful hedge funds, just got in at .72 and bought a few hundred thousand shares.
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    • AdamDavisAdamDavis
      ·09-30
      $Oracle(ORCL)$ If you understand market psychology, you will understand why we dipped there. It was profit takers and desperate bag holders selling because they no longer believe in the company. Once those people have sold all their shares, there is nowhere to go but up. You think that 8% pop was retail? No, that was smart money paying attention after the leaked Anthropic documents claimed hundreds of billions are being devoted to hyperscalers, including Oracle. BTMFD
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    • AdamDavisAdamDavis
      ·09-30
      $Oracle(ORCL)$ Sellers should run out of steam soon, and then it could push back up for the rest of the week.
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    • AdamDavisAdamDavis
      ·09-25
      $Oracle(ORCL)$ Whoever sold because of margin pressure, the consolidation here looks solid now. A squeeze could be setting up.
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    • AdamDavisAdamDavis
      ·09-25
      $Oracle(ORCL)$ Shorting Oracle feels like shorting the broader market itself. The bear case here looks pretty weak.
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    • AdamDavisAdamDavis
      ·09-24
      $Oracle(ORCL)$ Oracle Corporation Japan reported record first-quarter sales and profits for FY27, driven by surging cloud and AI demand. The company is also in leading talks to supply top-secret cloud infrastructure to the Japanese government.
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    • AdamDavisAdamDavis
      ·09-24
      I've been trading $Oracle(ORCL)$  and $SpaceX(SPCX)$  in both directions over the past few weeks. Now watching for $Oracle(ORCL)$  near $140 and $SpaceX(SPCX)$  near $143 as entry areas with 2x leverage on each. $SPDR S&P 500 ETF Trust(SPY)$ 
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    • AdamDavisAdamDavis
      ·09-23
      $Oracle(ORCL)$  This is the same way it felt trading AMD at $90, and look at it now. People criticized it for the longest time, calling it the worst stock.
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    • AdamDavisAdamDavis
      ·09-22
      $Oracle(ORCL)$  The level of manipulation in this stock is uncanny. If it breaks above $250, the short squeeze could be massive, especially with Burry's position involved.
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    • AdamDavisAdamDavis
      ·09-21
      $Oracle(ORCL)$  ORCL looks like the most oversold and underpriced name in software, cloud, and AI right now. Even with a solid earnings report, a stronger outlook, a steady stream of new contracts, debt reduction, and layoffs aimed at making the company leaner, the stock price keeps dropping. Hopefully the selling pressure eases soon. Watching it get punished like this is starting to feel pretty absurd.
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