JackJackson
07-17

$Oracle(ORCL)$ The doom and gloom posts about Oracle are getting a bit over the top. It's as if some bears think the company has suddenly become a failing business just because the stock sold off on concerns about debt, capex, and financing.

In reality, Oracle is still reporting explosive cloud growth, has a massive contracted backlog, and is winning strategically important government cloud projects—like Japan's secure, air-gapped cloud initiative.

Could the stock stay volatile or even go lower in the near term? Sure, that's possible. But the notion that ORCL will never recover is pretty hard to take seriously. This is a profitable global tech leader, not some speculative company with no revenue.

I'm not saying it hits $200 right away, but over time, I fully expect it to get back above that level as cloud revenue materializes, more infrastructure comes online, and the market moves past the current fear-driven cycle.

Some are just trading the panic of the moment. I'm more focused on what Oracle is building towards.

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