Bought over 5600 shares of $ORCL at $135.66
I think this is misunderstood by the market. They are the NEXT hyperscaler.
Amazon web services (AWS), Google, and Microsoft and soon Oracle in the next year or two
@ShortSeller Its an oppertunity to buy at theese prices. If they execute as planned you will See a Big Jump in the coming month. I dont get it when a Company is cheap compared to their growth all people Are scared and when it rise they Jump in Like morrons 😅
$ORCL ...blue arrows show only times ORCL has been below the Weekly 233MA ...with the exception of 2002 - every other time it has reclaimed within a few weeks ...below it right now
@drayinvests Its Crazy to See when a stock is cheap Nobody wants it, when it Pumps all Jump in. Casual as fuck. If you dont buy now at this oppertunity dont cry later.
$ORCL :
When semis and datacenter pump it’s an old legacy software name and tanks 3%
When software pumps it’s part of the AI buildout trade and tanks 3%
$ORCL
Among all the "hyperscalers" Oracle may ultimately be one of the best future winners... if they dont kill themselves with Capex and debt...
The market is mispricing the future cashflows relative to their Capex. While the breadth of the Capex is expansive at the moment, the monetization of the spend should materialize starting 2028, with the company returning to FCF positive by 2028.
Capex intensity will begin to slow in late 2027 forward and that should help boost equity value as cash flows are used to pay down debt and used for share repurchases.
Another factor for $ORCL that the market is missing is that they will act as an ifrastructure layers between properietary models and Opensource.
In a world where companies have the ability to train very specific models, Oracle makes money by hosting them and providing the infrastructure behind the scenes.
Amazon is doing the same with with AWS.
Massive head and shoulders on $ORCL
Waterfall crash for the last 6 weeks trapping every buyer since 2026 pivot low and also 2025 pivot low.
They didn't waterfall this to reverse it at everyone's break even. They wanna trigger stop losses.
Oracle wants sub $120 IMO. Be careful of the HS... under $113 and holding long would be reckless.
$ORCL #ORCL Same chart from last night, completely different view.
The goal is to see every perspective, bull and bear, and come up with a thesis and take the trade.
Ob Microsoft irgendwann wieder ein Allzeithoch erreicht? Natürlich.
Macht das die Aktie aktuell automatisch zu einem guten Investment? Nein.
Hier kommen Opportunitätskosten ins Spiel. Entscheidend ist nicht ob, sondern wann das neue ATH kommt. Bis dahin könnte dein Kapital woanders mehr abwerfen.
Was bringt mir das, wenn ich in 10 Jahren Recht behalte, wenn andere in der Zwischenzeit die bessere Renditen erzielt haben?
Haltet ihr trotzdem an $MSFT fest, oder wartet ihr auf einen besseren Einstieg?