AdamDavis

    • AdamDavisAdamDavis
      ·10-07 23:38
      $Oracle(ORCL)$  If you bought ORCL in 2023–2024 and just held it, you've basically made nothing over the past 2–3 years. The stock is trading back around pre-AI levels, as if the AI boom never happened and that massive $680B backlog simply doesn't exist. The market is pricing in almost none of the future value. At this point, it may take until 2030 to finally see $400+. The thesis hasn't disappeared. The waiting is just painful as hell.
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    • AdamDavisAdamDavis
      ·10-07 09:13
      $Oracle(ORCL)$ Green at the close feels nice for once. My view on this stock is that it could reach $170-180 by end of October. December looks decent too, hoping for a stable $190+ level, and $210+ would be great, driven by earnings.
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    • AdamDavisAdamDavis
      ·10-06 03:54
      Nasdaq is up over 1.2% on the day and $Oracle(ORCL)$  gives up all its gains. Really... really... good grief. Still bullish, but come on, quit acting like a junk stock and get moving already.
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    • AdamDavisAdamDavis
      ·10-02
      $Oracle(ORCL)$ This looks like one of the biggest bargains on Wall Street. From where I stand, not investing now at this slashed 50% discounted rate just doesn't make sense. Stephen Cohen, who runs one of the most successful hedge funds, just got in at .72 and bought a few hundred thousand shares.
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    • AdamDavisAdamDavis
      ·09-30
      $Oracle(ORCL)$ If you understand market psychology, you will understand why we dipped there. It was profit takers and desperate bag holders selling because they no longer believe in the company. Once those people have sold all their shares, there is nowhere to go but up. You think that 8% pop was retail? No, that was smart money paying attention after the leaked Anthropic documents claimed hundreds of billions are being devoted to hyperscalers, including Oracle. BTMFD
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    • AdamDavisAdamDavis
      ·09-30
      $Oracle(ORCL)$ Sellers should run out of steam soon, and then it could push back up for the rest of the week.
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    • AdamDavisAdamDavis
      ·09-25
      $Oracle(ORCL)$ Whoever sold because of margin pressure, the consolidation here looks solid now. A squeeze could be setting up.
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    • AdamDavisAdamDavis
      ·09-25
      $Oracle(ORCL)$ Shorting Oracle feels like shorting the broader market itself. The bear case here looks pretty weak.
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    • AdamDavisAdamDavis
      ·09-24
      $Oracle(ORCL)$ Oracle Corporation Japan reported record first-quarter sales and profits for FY27, driven by surging cloud and AI demand. The company is also in leading talks to supply top-secret cloud infrastructure to the Japanese government.
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    • AdamDavisAdamDavis
      ·09-24
      I've been trading $Oracle(ORCL)$  and $SpaceX(SPCX)$  in both directions over the past few weeks. Now watching for $Oracle(ORCL)$  near $140 and $SpaceX(SPCX)$  near $143 as entry areas with 2x leverage on each. $SPDR S&P 500 ETF Trust(SPY)$ 
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