Oracle Stock Forum

A new position I have built over the last month is $Oracle(ORCL.US)$ . I will be publishing a deep dive into the company, but the main thing I see is GenAI reviving $Oracle(ORCL.US)$ 's client base (many slow-moving industries like banks, utilities, etc.) to move to the $Oracle(ORCL.US)$ cloud (OCI) as they need to use the data that is often stored in an $ORCL database.
$Oracle(ORCL.US)$ cloud infrastructure (IaaS) revenue grew 49% YoY in the last quarter. Job openings for companies...

$Oracle(ORCL.US)$ enter some calls

$Tesla(TSLA.US)$ $Oracle(ORCL.US)$
👉 Key Highlights:
📍 xAI in talks to rent Oracle cloud servers for $10 billion.
📍 Deal positions xAI as one of Oracle’s largest customers.
📍 xAI aims to compete with AI leaders like OpenAI and Anthropic.
📍 xAI finalizing $6 billion equity funding round.
📍 Funding aimed to cover significant cloud costs.
📍 Future capital raises likely needed for xAI.
📍 Similar in size to deals by OpenAI and Anthropi...

"Quant/hedge funds are much better equipped to handle these situations nowadays," Iachini wrote. "If anything, we believe the chances that they participate along with retail in the squeeze but also lean against and then exit these trades ahead of retail traders are high."
Most traded symbols : GME AMC TSLA ORC RDDT BB MARA
$GameStop(GME.US)$ $Apple(AAPL.US)$ $AMC Entertainment(AMC.US)$

$Oracle(ORCL.US)$ good for shorting

Made a call to close my $Oracle(ORCL.US)$ position and bid for $Novo-Nordisk A/S(NVO.US)$ for $121.

$Oracle(ORCL.US)$ it time to go up 10% for sure.

After $Alphabet-A(GOOGL.US)$ , $Microsoft(MSFT.US)$ and $Meta Platforms(META.US)$ , cloud Capex for 2024 is trending ~$220bn, or up 35% y/y. We still have to hear from $Amazon(AMZN.US)$ , $Oracle(ORCL.US)$ and China hyper-scalers, but I’d imagine they will follow a similar trend.
Microsoft also pointed out that demand for AI datacenters exceeds supply (which could cap Azure growth near-term). Investors in the theme should take comfort in this comment.
And in terms of use cases, copilots are s...

$Oracle(ORCL.US)$
Hope there is Miracle in Oracle... if continue sink, it become sinkable LOL