$Oracle(ORCL)$ It gets lumped in with "software" names, but at the same time it catches criticism over AI and data center capex, along with the RPOs backing that spending. Meanwhile, the stock is dirt cheap.
$Oracle(ORCL)$ For what it's worth, all of my indicators are pointing to a strong move here. We'll see if I'm wrong about that. The bears will certainly let me know, but I'm loading up on calls and some leaps.
$Oracle(ORCL)$ Oracle is guiding for 27%–29% YoY revenue growth. Cloud revenue growth looks particularly strong at 58%–64% YoY in U.S. dollars. For FY2027, Oracle is maintaining its $90 billion revenue guidance and raised its non-GAAP EPS outlook to $8.05.
$Oracle(ORCL)$ I'm really optimistic about the long-term picture for SaaS and IaaS, whether you look at them separately or combined. Not sure what's going to happen this week, but honestly, I don't really care about the short-term noise.
$Oracle(ORCL)$ ORCL potentially undervalued? I think so. If you believe in the AI and cloud growth story, this might be a chance to get in early. I'm putting my own money on Oracle.
$Oracle(ORCL)$ Microsoft, Google, Amazon, and Meta — are they all lying or completely wrong here? Are they idiots? That's worth thinking about. Oracle is in the game and intertwined with a lot of businesses. Look at the news flow recently. They aren't going anywhere. Do you think $150 is the right price?
$Oracle(ORCL)$ It's pretty hard to miss. If there was ever a day where you could watch the price being manipulated by Wall Street algos, this is one of those days. Feels like the system is chipping away at retail, one small cut at a time.