To The Moon

$Oracle(ORCL)$ recently completed a partial gap filling around $260, which corresponds to the previous breakout range (07/31 H), a typical support/resistance flip structure. It's worth noting that although the institutional money flow curve has recently started to decline, as of today, the institutional cumulative flow is still higher than the level on September 10th. This means that despite three rounds of profit-taking (at $345, $329, and $322 respectively), major funds have not withdrawn, and net buying power remains. From a fundamental perspective, Oracle is undergoing its most significant structural transformation since its inception: The company is transforming from a traditional enterprise software vendor into a cloud infrastructure and AI-driven data platform; Recent earnings reports show significant revenue growth for OCI (Oracle Cloud Infrastructure), with enterprise customer adoption exceeding expectations; Deepening AI collaborations with NVIDIA and Cohere, Oracle is gradually embedding itself into the core of the AI computing ecosystem; Simultaneously, Fusion and NetSuite applications continue to expand their market share in the enterprise SaaS market. The current full gap range is between $242 and $243, corresponding to the pullback price range before the September 9th earnings report. This area can be considered the optimal risk-reward zone (RRR zone)—the closer the price is to this range, the higher the future cost-effectiveness. Combining the continued net inflows from institutions and the continuously strengthening fundamentals in the medium term, the probability of ORCL returning to the $330 area within the year remains quite high. ORCL: Institutional Holdings Solid, Return to $330 Still Expected This Year ORCL recently completed a partial gap filling around $260, which corresponds to the previous breakout range (07/31 H), a typical support/resistance flip structure. It's worth noting that although the institutional money flow curve has recently turned downwards, as of today, the institutional cumulative flow is still higher than the level on September 10th. This means that despite three rounds of profit-taking (at $345, $329, and $322 respectively), major funds have not withdrawn, and net buying power remains. From a fundamental perspective, Oracle is undergoing its most significant structural transformation since its inception: The company is transforming from a traditional enterprise software vendor into a cloud infrastructure and AI-driven data platform; Recent earnings reports show significant revenue growth for OCI (Oracle Cloud Infrastructure), with enterprise customer adoption exceeding expectations; Deepening AI collaborations with NVIDIA and Cohere, Oracle is gradually embedding itself into the core of the AI computing ecosystem; Simultaneously, Fusion and NetSuite applications continue to expand their market share in the enterprise SaaS market. The current full gap range is between $242 and $243, corresponding to the pullback price range before the September 9th earnings report. This area can be considered the optimal risk-reward zone (RRR zone)—the closer the price is to this range, the higher the future cost-effectiveness. Combining the continued net inflows from institutions and the continuously strengthening fundamentals in the medium term, the probability of ORCL returning to the $330 area within the year remains quite high. ORCL: Institutional Holdings Solid, Return to $330 Still Expected This Year ORCL recently completed a partial gap filling around $260, which corresponds to the previous breakout range (07/31 H), a typical support/resistance flip structure. It's worth noting that although the institutional money flow curve has recently turned downwards, as of today, the institutional cumulative flow is still higher than the level on September 10th. This means that despite three rounds of profit-taking (at $345, $329, and $322 respectively), major funds have not withdrawn, and net buying power remains. From a fundamental perspective, Oracle is undergoing its most significant structural transformation since its inception: 1. The company is transforming from a traditional enterprise software vendor into a cloud infrastructure and AI-driven data platform; 2. Recent earnings reports show significant revenue growth for OCI (Oracle Cloud Infrastructure), with enterprise customer adoption exceeding expectations; 3. Deepening AI collaborations with NVIDIA and Cohere, Oracle is gradually embedding itself into the core of the AI computing ecosystem; 4. Simultaneously, Fusion and NetSuite applications continue to expand their market share in the enterprise SaaS market. The current full gap range is between $242 and $243, corresponding to the pullback price range before the September 9th earnings report. This area can be considered the optimal risk-reward zone (RRR zone)—the closer the price is to this range, the higher the future cost-effectiveness. Combining the continued net inflows from institutions and the continuously strengthening fundamentals in the medium term, the probability of ORCL returning to the $330 area within the year remains quite high.