$Oracle(ORCL)$ After dropping from $345 to the $160s and spending months in the $170s, it seems people are starting to realize it's significantly underpriced and oversold. This looks like short sellers driving the price down to accumulate cheap shares. I'm still hoping it can return to levels similar to its peers, many of which have reached all-time highs.
$Oracle(ORCL)$ Oracle looks undervalued to me. Its AI investments should make it more competitive and drive billions in growth. Solid fundamentals and growth trajectory. I'm quite positive on it. Price target I'm seeing is $400.
$Oracle(ORCL)$ Honestly, it feels super undervalued for a company that keeps growing billions in revenue and earnings every year. I suppose I'll stay patient.
$Oracle(ORCL)$ One positive aspect of the Bloom deal is that Oracle has the chance to exercise its Bloom warrants. Doing so could bring in over $500 million in profit. The question is, will they actually do it?
$Oracle(ORCL)$ First of all, take-or-pay contracts are exactly that... Secondly, they probably have about 300 billion in other contracts. As posted months ago, even if OpenAI tried to cut by 50%, Oracle's backlog is massive based on their revenue.
$Oracle(ORCL)$ Before the Open AI deal, Oracle was trading above 200. After the deal, everything is tied to Open AI, as if Oracle wasn’t a Fortune 500 company before Open AI even existed—what a complete joke. Oracle also owns part of the TikTok US branch, which is huge. This company should be worth over 1 trillion.
$Oracle(ORCL)$ Imagine raising over 120b in the last funding round and still having people worry about its future. Honestly, with so many companies heavily invested in OpenAI, it’s highly unlikely to fall.
$Oracle(ORCL)$ Honestly, who cares. If you're just trying to day trade those $170 tech stocks, I think you might be playing in the wrong sandbox. These giant AI-driven stocks are built to be held, especially at these current prices. As Charlie Munger said, "Making real money in the stock market doesn't come merely from the buying and selling of stocks. The real money is made in the waiting."