JackJackson
JackJackson
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avatarJackJackson
02-12 21:30
$Oracle(ORCL)$ Another 88 million contract. No one cares. But they will.
avatarJackJackson
02-12 09:54
Many, I mean many good clients from $Amazon.com(AMZN)$  AWS have moved away to $Oracle(ORCL)$  OCI. And many are moving away from GCP. For $Alphabet(GOOGL)$ , luckily their GCP revenue comes from its own products. Their cloud offering is very bad interms of performance, security, and high availability.
It would be incredible if Trump announced a direct US investment of $5 to $10 billion in $Oracle(ORCL)$ , like they did for INTC.
$Oracle(ORCL)$  Technical flows indicate a marked sectoral rotation with ORCL.
$Oracle(ORCL)$ Entering beast mode, the $165 bull rally has improved vision and clarity.
For long-term investors with a multi-year horizon: Many analysts believe $Oracle(ORCL)$  still has growth runway and strong cloud/AI positioning. Current prices could offer a discount relative to long-term targets. A buy-and-hold strategy could benefit if $Oracle(ORCL)$  captures cloud market share.
Many investors don't understand that $Oracle(ORCL)$  makes billions. Other companies make millions, but this one makes billions.
$Oracle(ORCL)$  $SUPER MICRO COMPUTER INC(SMCI)$  is set to make substantial profits from AI servers, as every major company is building its own AI data center – for your information.
AI is the answer. $Oracle(ORCL)$  is a part of the answer. The question is still up in air.
Oracle's forward P/E looks remarkably low within the sector. Compared to peers, Oracle $Oracle(ORCL)$  sits around 23.4x. $Palantir Technologies Inc.(PLTR)$  shows 227x, $Advanced Micro Devices(AMD)$  63.9x, $Tesla Motors(TSLA)$  277x, $NVIDIA(NVDA)$  39x, $Apple(AAPL)$  34x, $Amazon.com(AMZN)$  33x, $Alphabet(GOOGL)$  31x, $Microsoft(MSFT)$  30x,
$Oracle(ORCL)$  great job longs holding not good time to sell. imo
$Oracle(ORCL)$ Zacks has a solid hold on this, possibly 198 will be seen.
$Oracle(ORCL)$ I'm bullish based on its valuation and control of TIKTOK USA backend.
Oracle ($Oracle(ORCL)$ ) is getting strong backing from Guggenheim. They reiterated a Buy rating and a $400 price target, positioning it as a top pick in the software sector. Concerns about debt and cash burn are overshadowed by its growth potential and significant dividends.
$Oracle(ORCL)$  gets a 15% stake after being paid for cloud hosting, think about that!
The premarket drop doesn't make sense. $Oracle(ORCL)$  now owns 15% of ticktock, which is the only competition to META. That will be a huge long-term additional benefit for ORCL. Premarket is head faking. Watch the stock soar when the market opens.
The US needs companies such as $Oracle(ORCL)$  to build its AI infrastructure. I will not wager against the national will to win this AI competition.
$Oracle(ORCL)$ TikTok boasts over 170 million U.S. users, establishing major influence in social media. Substantial revenue comes from e-commerce and advertising. Parent company ByteDance projects about $50 billion in total profits for 2025, demonstrating significant earnings potential. The U.S. business valuation of $14 billion falls notably below prior analyst estimates ranging from $30 billion to $50 billion. This indicates considerable profit potential for new investors if growth continues as projected. One analyst termed the pricing disproportionately low relative to market prospects.
If $Oracle(ORCL)$  stock crosses $210, the next stop appears to be $242, according to technical analysis.
$Plug Power(PLUG)$ has been shining lately! The clean energy sector keeps powering up, pushing PLUG higher. Short-term gains are in the bag—keeping an eye on the next rebound!

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