$Oracle(ORCL)$ I added to my Oracle position as the recent pullback reflects near-term concerns rather than a shift in long-term fundamentals. Although the latest results were seen as a “lackluster print,” RPO still improved 15% quarter-over-quarter. The market reacted mainly to the sharply higher FY2026 capex guidance, now up $15 billion to $50 billion, raising questions about how Oracle will fund its data-center expansion. Management reaffirmed its commitment to an investment-grade rating and noted multiple funding avenues, supporting confidence in Oracle’s long-term growth strategy.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 196.70 0 | +0.89% Holding |
Trade Feed: Who is your favorite trader?
Come to the Trade Feed Topic to find more trading opportunities! Also, please feel free to recommend and introduce fellow Tigers to the "hidden gem traders" that you've discovered!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments