AdamDavis

    • AdamDavisAdamDavis
      ·08-20 00:04
      $Oracle(ORCL)$ I was saying earlier that there's no need to worry here. This is still an overall uptrend. I'm not considering selling until it gets above 180.
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    • AdamDavisAdamDavis
      ·08-19 21:22
      $Oracle(ORCL)$ Take a look at the 1 month chart before making negative comments. No reason to panic sell here, and it helps to remember why this stock was bought in the first place.
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    • AdamDavisAdamDavis
      ·08-18
      $Oracle(ORCL)$  Down 10% in two days without any company-specific news. I'm planning to add more going forward.
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    • AdamDavisAdamDavis
      ·08-18
      $Oracle(ORCL)$ Pulling back to $140, then skyrocketing to $180.
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    • AdamDavisAdamDavis
      ·08-18
      $Oracle(ORCL)$ Oracle closed Q4 FY2026 with $638 billion in RPO, up 363% year over year. That is contracted, committed revenue. Four customers each signed for more than $8 billion in Q4 alone, and Oracle inked $67 billion in AI infrastructure contracts in the quarter. Of that pipeline, $75 billion is structured as bring-your-own-hardware or customer-prepaid, which shifts capital risk off Oracle's balance sheet while preserving margin.
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    • AdamDavisAdamDavis
      ·08-18
      $Oracle(ORCL)$  Oracle has been embedded in the computer world for a long time, well before the AI boom. For decades it has helped businesses, banks, governments, and critical systems run behind the scenes, which makes it part of the backbone of the global digital economy. While AWS, Microsoft and Google compete aggressively in cloud and AI infrastructure, Oracle brings something unusually broad to the table: world-class databases, cloud and AI infrastructure, enterprise software, and Java, with more than 73 billion Java Virtual Machines running worldwide. Oracle is now building the massive computing power, data storage, and high-speed infrastructure needed to run and scale AI. Oracle didn't become important bec
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    • AdamDavisAdamDavis
      ·08-18
      Looking at the market right now, I honestly can't find better stocks to buy than $Oracle(ORCL)$  and META.
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    • AdamDavisAdamDavis
      ·08-18
      $Rum Group Inc(RUM)$ $Rum Group Inc(RUM)$ $Reddit(RDDT)$ $Oracle(ORCL)$  Per acquisition disclosures, Northern Data is estimated to bring in $825 mm to $1.2 billion in cloud revenue. Rumble is about to do nearly $2 billion in revenue in 2026, or 8x what they did in 2025. That looks like hyper growth.
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    • AdamDavisAdamDavis
      ·08-17
      $Oracle(ORCL)$  Oracle is positioned as the leading sovereign cloud infrastructure provider for the Fourth Industrial Revolution, handling sensitive enterprise and military data. The current valuation doesn't fully capture that role, since traditional metrics miss its position as a pre-authorized compliance wrapper for high-security environments and post-quantum encryption standards. Demand from organizations that need secure cloud boundaries for AI should drive meaningful revenue growth through year-end 2026. From 2027 through 2030 and beyond, Oracle's sovereign cloud regions could collect ongoing mandatory fees as the preferred host for government and enterprise AI runtimes.
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    • AdamDavisAdamDavis
      ·08-17
      $Oracle(ORCL)$  At these prices, I can't find a better stock with a realistic path to 2-3X in 12-18 months while also having a low probability of losing 50% from here. Other stocks with 2-3X potential could just as easily drop 50% from today's levels.
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