JackJackson
JackJackson
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avatarJackJackson
04-17 07:03
$Oracle(ORCL)$ Another day with high volume, up 5%, closing near the day's high. Looking good! $220-$235 next week.
$Oracle(ORCL)$ I commented on the newer Oracle servers and the staff release, and factually, that's made this data center infrastructure company's profits go nuts. Not to mention the TN cost savings due to rising SF costs, but those staff don't seem to appreciate the TN versus SF lifestyle? Or do they?
$Oracle(ORCL)$  Oracle could reach $400+ by the end of 2026. Finally, analysts and investors are accepting that Oracle isn't just a software company and doesn't rely only on OpenAI's success. Oracle is a hyperscaler with more deals from other stable companies. Its software is deeply integrated with AI, and the performance is way better than pure AI. Also, Oracle has high potential to secure a deal from Anthropic. If that happens, ORCL could see a significant rise.
$Oracle(ORCL)$ This is exciting. I'm almost back to break even from almost 3 months ago. It feels good to be in the green again.
$Oracle(ORCL)$ Are we heading back to the 200s? There's been very strong momentum over the past 48 hours with large volume. Somebody must know something!
$Oracle(ORCL)$ A $470 billion market cap seems insane for this company. They have a backlog of almost $600 billion, nearly as much as MSFT's backlog. I think this should be double. For kicks, compare Palantir's finances to this—Palantir had almost the same market cap months ago.
$Oracle(ORCL)$ Fair value is above 220. There's a long way to go. I remain optimistic for the long term.
$Oracle(ORCL)$  If the market stays green, this baby should hit $200.
$Oracle(ORCL)$  Yesterday I had a limit order at 135, but it didn't work. I thought it might touch the 135 floor once again before jumping, but anyhow, the rise was expected for a long time.
$Oracle(ORCL)$  It's up 8%, yet short sellers would think it's down 8% with the nonsense they talk.
$ServiceNow(NOW)$ , $Oracle(ORCL)$ , $Microsoft(MSFT)$ , and $Toast, Inc.(TOST)$  — AI is going to make these companies stronger over time. Not just a beat; the outlook is awesome.
For all Longs, this is not a surprise at all. $Oracle(ORCL)$  will continue to ride higher in this crazy market.
I notice $Oracle(ORCL)$  stock rising as Q3 earnings beat estimates, with AI demand expected to be a multiyear tailwind.
Jim Cramer says $Oracle(ORCL)$  is the king of data centres and the fastest growing.
$Oracle(ORCL)$ Forecast looks very solid; seems we're heading back to +200s.
$Oracle(ORCL)$ Revenue came in at $17.2B, Cloud revenue at $8.9B, and EPS at 1.79. It beat on all sides. 200+ soo.
The Stargate project for $Oracle(ORCL)$  appears more certain than before. Following the recent volatility shakeout, I tend to think a bullish reversion and a long-term uptrend are likely.
$Oracle(ORCL)$ Another notable overreaction to matters unrelated to $Microsoft(MSFT)$  or ORCL. I tend to believe the AH market should be abolished permanently.
The weekend report from The Information, stating the Stargate joint venture has minimal staff and remains amorphous, is completely irrelevant. What the report fails to mention is that STARGATE has zero impact on $Oracle(ORCL)$ 's near-term or even intermediate earnings. The joint venture was always more of a high-level photo opportunity framework or announcement than a genuine revenue driver for Oracle. It is infuriating yet comical at the same time. This too shall pass.
$Oracle(ORCL)$ Another 88 million contract. No one cares. But they will.

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