$Oracle(ORCL)$ This selloff has likely priced in most of the AI bubble and debt concerns. I think the downside is limited now, and I'm still confident ORCL can finish above $250 this year. Before the AI boom started to take off in 2024, Oracle was trading around $125–130. The recent price action has essentially reset the stock to its mid-2024 levels, as if none of the subsequent developments occurred. Revenue has nearly doubled. Cloud revenue has seen strong growth for multiple quarters. AI demand has exploded. There's a $638B backlog from AI customers, including OpenAI. Some AI infrastructure is already built and ready to convert into revenue. The market seems to be pricing Oracle as if none of this exists, which is why it looks extremely un
Comparing $Palantir Technologies Inc.(PLTR)$ to $Oracle(ORCL)$ is a wild valuation exercise. Palantir has about 4,000 employees, while Oracle has around 140,000—more than 30 times as many. Yet $Palantir Technologies Inc.(PLTR)$ 's market cap is approaching Oracle's (around 400B), even though Oracle generates roughly 15 times the annual revenue. So the market values each PLTR employee at tens of millions, while assigning a much lower valuation per employee to Oracle. PLTR clearly has stronger growth, better operating leverage, and more AI momentum. But when a company with ~4,000 employees is valued nearly the same as a global software giant with 1
$Oracle(ORCL)$ Didn't META get the same treatment when Zuckerberg initially revealed their capex projections? Now look at Meta's stock and market cap. Oracle will surge higher at some point.
$Oracle(ORCL)$ It seems like every dip is a buying opportunity at this point. We're seeing higher highs and higher lows, and I think there's a chance we could get back to $300 before Christmas.
$Oracle(ORCL)$ What are the shorts even aiming for at this point? It feels like the stock has already bottomed out. Trying to squeeze more out of it seems pointless now. From my perspective, it's a time to go long, and only consider shorting again if the situation changes later.
This solar stock looks like it might be setting up for a rebound. After a pretty relentless 32% pullback, similar to what we saw with other beaten-down names like $Oracle(ORCL)$ , it's now approaching an area where buyers could start stepping in. The price is testing some minor support and could be forming a potential double-bottom setup. The big question is whether bulls can defend this zone and trigger a momentum reversal. A short-term 10-15% bounce wouldn't be surprising if volume returns and sentiment improves. I'm watching $First Solar(FSLR)$ closely for a possible turnaround setup.