$Oracle(ORCL)$ If you bought ORCL in 2023–2024 and just held it, you've basically made nothing over the past 2–3 years.
The stock is trading back around pre-AI levels, as if the AI boom never happened and that massive $680B backlog simply doesn't exist.
The market is pricing in almost none of the future value.
At this point, it may take until 2030 to finally see $400+.
The thesis hasn't disappeared. The waiting is just painful as hell.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments