ORCL Oracle Corp.

$ORCL 160 MILLION IN PUT SINGLE SWEEPS TODAY Someone is betting huge on this under 90 by year end

$ORCL $37.1B in cash/securities, $664B backlog and $23.1B quarterly operating cash flow. Some customers prepay—$11.4B last quarter—helping fund expansion. Others pay over time under their service contracts. Massive demand. I don’t see a financial issue here.

$ORCL holding 2200 shares rn, i know i will have a big celebration once the stock goes back to $250 next year.

$ORCL after election data center build out backlash will go quiet because everyone municipality needs and wants the revenue from tax dollars etc. don’t be surprised to see everything instantly get approved and celebrated.. ORCL be 300 sooner rather than later

$ORCL Jump while you get this. Remember they have a rocksolid SaaS business and AI is the future. This will be $500 in 3 years. Most likely closing $160-$180 end of the year. Netx week it their biggest annual conference

$ORCL what would happen if the markets had a massive correction and the banks hedged shares loaned by executives decreaes dramatically? Oracle co-founder and Executive Chairman Larry Ellison initially planned to sell roughly $7.5 billion worth of Oracle stock to provide the massive equity required for his son David Ellison’s company (Skydance/Paramount) to take over Warner Bros. Discovery (WBD). However, Ellison ultimately scrappebd the stock sale for a few strategic reasons: Financing with Loans Instead of Selling Equity: Rather than selling his Oracle shares and triggering massive tax implications or potentially disrupting the stock price, Ellison opted to go on a multibillion-dollar borrowing spree. Providing a Ironclad Guarantee: The financing structure allowed him to issue a personal guarantee backing the $110 billion mega-merger, successfully warding off a rival cash-and-stock bid from Netflix and pushing the Warner Bros. takeover across the finish line.

$ORCL regardless of market sentiment, this seems like one of the strongest opportunities at the moment, even without open AI they still have 300b in contracts

$ORCL $MU predicted the crash on oracle and rally on micron, now predicting a definitive crash on Micron; extended selloff 🤫🫡💯🔻

$ORCL I don’t care if I get the bottom but I can clearly see an inverse H&S on the weekly. This will go to 250$ in several weeks IMO…

added 100 more $ORCL at $127.65 😅 the whole AI complex is on sale and this is the one sitting on a $664B backlog. buying the fear, share by share

Oracle presents a compelling opportunity as the market appears to be pricing in its near-term financial risks while underestimating its long-term AI growth potential. With a $664B backlog against a ~$382B market cap, substantial revenue conversion over the next three years could drive significant earnings growth and operating leverage. Concerns about rising debt, heavy CapEx, and $288B in lease obligations are legitimate, but projections suggest a path to net debt/EBITDA below 1.0x by FY2030, alongside ~$35B in annual free cash flow. Meanwhile, OpenAI concentration risk may be overstated, as Oracle’s infrastructure can serve a broader and expanding AI customer base. Based on projected FY2030 adjusted EPS of ~$21 and a 25x multiple, it is estimated a $600 price target. The market may be valuing Oracle’s spending today while overlooking the earnings power it could unlock tomorrow. $ORCL $NVDA $SPY $QQQ

$ORCL $MU told ya, fake rally, this will nosedive by open. This is what happens when retail traders try to go bearish on micron on 24hr futures contracts, whale rig an overnight short term fake rally to ensure the house always wins. Its simple, institution whales make money each time retail traders get liquidated. Everything is manipulated by institution casino house except in this scenario they collectively have over $30m+ on the line in options contracts (not futures) for Micron to nosedive within 24hrs by Fri exp 🤫🫡🔻📉

$ORCL LOL Doom and Gloomers. Are you a paid basher, an amateur shorter or maybe you live in Mommies basement. Maybe you follow the fake news because you are a SMID. Or maybe you are a few of these. LMFAO. The Big Boys know what is happening!

$ORCL know what you own... ORCL will be one of the last few standing after Ai consolidation. It will reap the rewards of is capital outlays plus the capital investments of what are now smaller competitors.

$ORCL Looks to me that TikTok needs so much Compute capacity that Oracle Cloud Infrastructure (OCI) can't provide, which destroys the narrative that Oracle's RPO backlog is in danger because of OpenAI. The need in the marketplace for Compute is so great that TikTok, which is partly owned by Oracle and uses OCI exclusively, is reaching out to other providers, just like Anthropic reached out to SpaceX for the Collosus Datacenter in Memphis. There is ZERO danger that Oracle's new Datacenters won't be utilized by somebody out there.

$ORCL $PLTR …we’ve all seen these comparisons before but they fail to realize that comparing a 40 yr public company to one that's been public for 6 isn't apples to apples…Check back in 2060 and then we can talk…This comparison is like comparing the maturity of a 50 yr old adult to an adolescent child…

$ORCL Larry knows what he’s doing. Of course building 5 datacenters in parallel will encounter some hiccups, but all of the debt for future compute capacity is backed by Contracts. All these will be fully built by 2028-2029 with new customer deliveries made every quarter. These currently ”in progress” data centers will only cover about 50% of their total RPO Backlog, which is over $300 Billion. Their current OCI annualized revenue is $29 Billion.

$ORCL I know it’s been crushing people but it sure sounds like we are soon on our way to the moon

$ORCL they’ll bring this one up a bit tomorrow to burn everyone in the options. No side wins this week.

$ORCL They aren't getting my shares. I just keep buying to lower my cost basis on this trade.