$Oracle(ORCL)$ 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.
$Oracle(ORCL)$ 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.
$Oracle(ORCL)$ 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.
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.