r/OracleStock

Everyone seems to renting compute now. What's the difference now anyways. Only differentiator is execution and ORCL seems to playing badly by taking a lot of debt ~ 1/4th market cap 😂.

I really want this down trend to come to the bottom asap.

I know my luck, hence brought the PE @130, now you will see the stock going up :)

What's going on with ORCL? I have not seen one green day the entire month in June. Are people shorting it or just bulls are giving up on it. I wanna add it to my port at 140 level. seems pretty cheap but I see no sign of bottoming yet. what do you guys think

Serious question for the long-term investors here.
Oracle has pulled back quite a bit from its recent highs, but if the AI trade is actually in a bubble (as many people believe), do you think today’s price ends up being the true long-term bottom?

Or does the real buying opportunity only come after a broader AI bubble pops sometime in the next 1–3 years?

In other words, is Oracle’s AI exposure mostly supported by real earnings growth, or is it still riding the same multiple expansion that could unwind with the rest of the sector?

Curious to hear both bull and bear cases.

Position. $146 avg cost x 210 shares in IRA.

Shitty shit, shitty shit.

Bought 40k worth of ORCL during the February and March lows. Had a DCA of around $146.

When the stock peaked back in early June, I was up around 20k and now I lost it all due to their announcement of increasing debt.

I had a gut feeling to buy protective puts during their recent ATHs but I thought it would keep going up.

Now I’m back to square one with no gains and minor losses now, lol.

Sad but true orcl will see 140 today.

Down 35% 💔

Everyone says ORCL is cheap. Please explain how.

Title

The fuck did y'all buy into, a scam stock? This shit was 320 late last year

https://preview.redd.it/n7rl5jq4sbah1.png?width=1130&format=png&auto=webp&s=cf889b14fc915a93d8330f7cc5e1adbfaa70c39b

Nasdaq is 1.2% up and ORCL is barely green.

ORCL trading advice for next week: Is it a good time to buy next week?

Both are very much the same thing

OpenAI exposure, investing in AI infrastructure and have sticky business with high RPO valued for over 600billion for each

But Microsoft have no debt (positive free cash flow), own 27% of openAI (bought it for almost nothing vs what it is valued now), have high margin and smart Ceo, they are vertically integrated ( make chip Maia, AI infra, own LLM, dominate software and own Windows, quantum, gaming and partnered with nvidea for Agentic windows.

I feel like oracle free cash flow will be restrained for many years especially if they have to renew their GPU, CPU every year to gain efficiency also they dont have their own Asic, cpu, gpu). They announced 40b debt +dilution fy2027. Total debt next years should climb to +170b and positive free cash flow will be visible in 2029 and they will start to pay the debt (maybe)

I also wonder what will happen when Larry is dead, he's really a charismatic leader. What his son will do with the stock, will he diversify?

Never seen a company dropping 40% in a month without a single uptick. End of rant.

Hello team ,

All my profits were destroyed on this stock (ORCL)and I am one of the rare cases where the account hasn’t been blown out. Now I have the exact money I invested 3 months ago . Should I sell ? Keep it ? Buy more ? Any reason for keeping this ? Thank you

God I have a love/hate Reletionship with Oracle but I still think this is a great stock to purchase and hold long term, I have just bought more shares there at a huge discount. Anyone else in the same position?

Alright.....I'm not saying it will happen, but wanted to get a discussion going for mostly entertainment.

I read an article where Zuckerberg was open to becoming a hyperscale cloud provider if they couldn't find use for all the AI compute resources they have or will be purchasing under their current $125-140 projected CAPEX spend (it was surreal listening to Zuckerberg open the ER call stating basically he has no concrete ideal if all the CAPEX spend will pay out).

I was thinking if Zuckerberg is serious, they should acquire Oracle for OCI. The acquisition would allow:

1. Some synergies to help reduce both CAPEX and OPEX spend (purchasing power, reduction of duplicate data centers, etc)
2. Provide Meta with already committed revenue opportunity under Oracle's current $600B+ RPO backlog.
3. Leverage OCI's existing template for integrating software services and orchestration on top of hardware and network.
4. Most importantly, Oracle already has relationships and access to all the major enterprise customers, which Meta does not have. This is one of the main reasons Microsoft was able to establish themselves as a major hyperscale cloud provider so quickly. They already had teams in place with all the enterprise accounts.

If Meta were to become a hyperscale cloud provider on it's own, my guess is it will take them at least a decade just to get the infrastructure, services and the teams in place. A decade is a long time in this day and age.

Again, I'm not saying nor seriously thinking this will happen for several reasons:

1. Regulatory approval would be difficult. Although, we know Larry's relationship status with Trump. Almost didn't want to mention this point as I don't want to get the topic sidetracked but it could be factor to consider.
2. Not sure Zuckerberg would be bold enough to make a play like this.
3. Not sure if Larry will be willing sell Oracle - his baby.

Having stated the above, what valuation or offer would Zuckerberg need to make on Oracle for Larry or the board to seriously consider?