$Oracle(ORCL)$ ORCL data centers are well near completion for many of them, and the space is already spoken for. Nice to see less competition coming quickly.
$Oracle(ORCL)$ This looks like a short attack. The upcoming election adds uncertainty, and short sellers are taking advantage of that. I think it will pass. I'm holding and can hold as long as it takes. The tide will eventually turn.
$Oracle(ORCL)$ The selloff in growth-focused spending here feels as irrational as any share price hit I've seen. ORCL has a strong moat, guaranteed compute capacity, and a solid growth plan. I see the sharp dips as buying opportunities.
$Oracle(ORCL)$ CNBC recently reported on Oracle's CDS spread falling significantly. That seems like something that could push the stock higher in the coming weeks or months.
$Oracle(ORCL)$ ORCL has been dragged down by the ugly earnings from GOOG and now INTC. Still, the longer-term outlook looks bright. It may just take some patience.
$Oracle(ORCL)$ Know what you own. Oracle is using nearly 50 years of enterprise software, database leadership, and recurring cash flow to fund a major shift into OCI, AI infrastructure, and data-center capacity. Higher capex today is the cost of expanding future revenue, backlog conversion, and earnings power. Short-term volatility or a day-trader mindset shouldn't override a long-term investment thesis — I've made that mistake before too.