$Oracle(ORCL)$ Looks like there are some hurdles due to market sentiment. Still looks decent overall. I know the momentum slowed because of the small reversal from 250 to 225. This dip could be a buying opportunity.
$Oracle(ORCL)$ Remember when people called me dumb for going all in. Well, it looks like my investment decision was a sound one. Maybe putting all your eggs in one basket isn't the worst idea. I've hit 5 out of 5 so far. I just bought 500 shares of Nike as a starter position at 45.96... not all in on Nike, but I'm pretty confident and I like the dividend. It was Oke, PAA, Meta, Nem, and now Oracle. I went all in on each. I should have made millions, but I learned a lot and made a small profit, so I'm happy. Now it's Oracle. What do I do? I have 350 shares with an average cost of 187. I'm thinking of selling 100 if we bounce to 350, then buying those shares back around 300. If not, I'll hold. Then sell another 100 at 500 and buy those back bet
$Oracle(ORCL)$ ORCL's year-to-date performance is flat, but year-over-year it's up 20%, which is not bad at all. Over a five-year span, whoa, it has doubled the S&P 500. So people can dump it all they want, but ORCL has delivered solid performance. I'm sticking with Charlie Munger's advice: “The big money is not in the buying or the selling, but in the waiting.” So far, the waiting has been very, very good.
$Oracle(ORCL)$ Some positive aspects about recent trades. All software stocks like Intuit, ServiceNow, Workday, Adobe, Salesforce ... are down except Oracle.
$Oracle(ORCL)$ Nvidia described Oracle Cloud Infrastructure as the first cloud provider to deploy Vera at hyperscale. Seems like it's only a matter of time.
$Oracle(ORCL)$ Another solid move recently. It's the second time testing the $200 level in the past two weeks. The options activity is sending a strong signal, pushing for a break above $200. The next step is to see if it can actually hold and move past it.
It seems to have dawned on a few investors that $Oracle(ORCL)$ is the AI whisperer for the big three hyperscalers. In the AI revolution, it feels more like the indispensable player.
$Oracle(ORCL)$ Those shorts and their fear-mongering. I was scared when Oracle was at $130, and my average cost is $187... I'm sure not nervous now. $250 by year-end is very plausible.
$Oracle(ORCL)$ Cerebras Systems is a fascinating case because it represents the opposite philosophy to NVIDIA's chiplet-heavy approach. Cerebras builds the largest monolithic silicon die ever made—the Wafer Scale Engine. Instead of cutting a wafer into hundreds of smaller dies, they essentially keep the wafer intact as one enormous chip. Why the buzz around its IPO matters: The 20x oversubscription level signals investors see it as a credible challenger to NVIDIA's dominance in AI hardware. It's rare for a semiconductor IPO to attract that much enthusiasm. Its whole-wafer design packs hundreds of thousands of cores and massive on-chip memory. This eliminates the inter-chip communication bottlenecks that plague
$Oracle(ORCL)$ Stay strong if you believe in it. Once that massive RPO hits the books, this stock should get repriced upwards. It could be a $300+ stock by year end. Something for the longs to watch.