$Oracle(ORCL)$ 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."
$Oracle(ORCL)$ 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.
$Oracle(ORCL)$ Oracle's current structural positioning really shows a definitive shift from a legacy database provider to the non-discretionary vault of the global sovereign cloud. It's leveraging its unique OCI architecture and the Alloy regional deployment model to become the primary secure substrate for the 4th Industrial Revolution. The IL-6 certification makes it the inescapable choice for national security and mission-critical government workloads. This architectural dominance, backed by a massive multi-year backlog and strategic hardware-software integration, positions the company as the ultimate bottleneck for secure agentic intelligence. The market will need to reprice it to eventually reflect its abso
$Oracle(ORCL)$ The key battleground will be whether the rally momentum carries the SP through $200. This will confirm the new rally is sustained and robust rather than just consolidation after emerging from the bottom.
$Oracle(ORCL)$ Have you noticed that there's no more negative and manipulative news about ORCL in the media? These "paid gurus" are agents of major investors, and when the latter decide to go long, bad news disappears as if by magic. Just follow Wall Street and zero nerves.
$Oracle(ORCL)$ I commented on the newer Oracle servers and the staff release, and factually, that's made this data center infrastructure company's profits go nuts. Not to mention the TN cost savings due to rising SF costs, but those staff don't seem to appreciate the TN versus SF lifestyle? Or do they?
$Oracle(ORCL)$ Oracle could reach $400+ by the end of 2026. Finally, analysts and investors are accepting that Oracle isn't just a software company and doesn't rely only on OpenAI's success. Oracle is a hyperscaler with more deals from other stable companies. Its software is deeply integrated with AI, and the performance is way better than pure AI. Also, Oracle has high potential to secure a deal from Anthropic. If that happens, ORCL could see a significant rise.