$Oracle(ORCL)$ 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.
$Oracle(ORCL)$ This is the kind of stock where you probably need to be ready to hold for three years to really capture the full upside. I think it eventually breaks above its previous all-time high of $334. Right now, the debt narrative is weighing the whole thing down. If cash flow turns positive within the next two quarters, today's valuation is going to look unbelievably cheap in hindsight. $Palantir Technologies Inc.(PLTR)$ $Intel(INTC)$ $Microsoft(MSFT)$
$Oracle(ORCL)$ The backlog is at 638 billion. The OpenAI deal seems locked in with Nvidia's backing. There's also the quantum AI partnership with Qualcomm and they apparently own TikTok. With all that, Oracle shares look like they could easily reach the 400 to 500 range.
$Oracle(ORCL)$ Getting out of Oracle right after it reverses from one of its biggest drawdowns is honestly kind of funny. Some people just don't seem to know how to invest.
$Oracle(ORCL)$ I toughed it out and added more at $114. From here, I think it could run quite a bit. Also curious to see how Michael Burry's short position ends up playing out.
$Oracle(ORCL)$ I think this could be a $500 stock within roughly two years. It really depends on when the market starts looking past the debt concerns.
$Oracle(ORCL)$ Honestly, I don't know why, but this selloff actually makes me think $165 is on the table. Feels like Wall Street is playing games again.
$Oklo Inc.(OKLO)$ The earlier top big boy investment came from ChatGPT, but $X-Energy(XE)$ just topped it — $Amazon.com(AMZN)$ stepped in with a massive 65M share investment. That's the kind of monster commitment into nuclear. Data centers are going to need a lot of nuclear power to sustain their growth. The current grid can barely keep up with existing demand.
$Amazon.com(AMZN)$ The latest setup shows a strong reaction higher from the blue box area, which let longs secure risk-free positions. The structure still favors continuation as long as the pivot holds.