u/GuavaJoy

Down $30K → took months off → reloaded $15K → now up $26K

Lesson: Sometimes the best move is no move. Stepping away when tilted saved me.

Patience > FOMO

What's your comeback story?

Oracle ($ORCL) has successfully shed its old label as a “traditional database vendor” and transformed into a core provider of global AI computing infrastructure.

As of early 2026, Oracle’s remaining performance obligations (RPO) have surged to a record high of $553 billion. This “pay-first, deliver-later” order model provides exceptional profitability visibility.

Strategic “Moat”: Sovereign Cloud—Dominating the government and public sector markets by offering data residency services that competitors struggle to match.

The TikTok Factor: With the finalization of the hosting agreement in 2026, Oracle has secured a massive and stable revenue stream.

Multi-Cloud Strategy: By integrating directly with Azure and Google, Oracle has turned competitors into distribution channels for its database software.

Q3 FY2026 Earnings Per Share (EPS): $1.79 (exceeded market expectations)

Revenue: $17.19 billion (up 22% year-over-year—the fastest growth in 15 years)

Valuation: Although the stock price has risen significantly, Oracle’s forward P/E ratio remains at a more reasonable level compared to Nvidia or those highly valued SaaS companies.

I’d love to hear your thoughts. Thanks!