ORCL ORACLE CORP

▲ Bullish takes

ORCL holders: Would you keep holding at a $128 cost basis? I’m currently holding ORCL with an average cost around $128. I’ve been seeing mixed news and opinions about Oracle lately, so I’m trying to decide whether to continue holding for the long term or consider taking profit/reducing my position. For those following …

ORCL is down ~55% from its high. Is it a buy here, or is the AI debt a real problem? Oracle has been crushed, down around 55% over the past year and trading near $126. I get the concern: they've piled on about $169B of debt to build AI data centers, and free cash flow is negative right now. That's a lot of leverage, an…

Difficult time to invest. I am all for a lower interest rate, but looking at the current situation in Iran and oil prices.. even I concede that we have to have higher rates. Perhaps not yet in Canada, but it is becoming increasingly more evident that high energy prices are spilling over and causing inflation in other a…

When are indexes supposed to crash? It is amazing to me how all of ETF's that follow indexes or have a wide range of stock are near 52w moving averages, yet so much stuff has crashed 20 to 70% already when you look at individual tickers, and other bigger companies also took big losses. We've seen yields go to 5% We've …

▼ Bearish takes

I would not be surprised if they went bankrupt honestly. All of big tech and a lot of the neoclouds are simply better. Even Elmo is likely executing better in AI

I need GOOGL to open at 375, ORCL 220, AAPL 360 and NVDA 250 or else I have to go to Mexico and start selling my organs

There's gonna be a bloodbath of Neocloud on Monday I don't know what Musk is trying to do, but it looks like he's pouring gasoline on the neoclouds' debt problem. My theory is that he's trying to bankrupt his competitors, especially neoclouds and overleveraged hyperscalers like Oracle & OpenAI, so he can swoop in and b…