ORCL

Meta is doing it, Microsoft is doing it, Amazon is doing it, Oracle is doing it.

maybe this is a point to buy at this point

IF YOU ARE WILLING TO LOOK PAST THAT BIG SPENDING, MAYBE YOU CAN SCOOP UP SOME MARKETS. THROW IN ORACLE AS WELL AS ALPHABET.

part of a diversified tech portfolio should include semiconductor companies, but also the actual end market companies as well. Not just software, but also companies that include software and infrastructure and other services like the hyperscalers.

we've made our bets with Microsoft and Oracle and Palantir and Palo Alto.

I'm looking to buy more.

YOU HAVE BUYS ON PORT OTHER NAMES ORACLE SNOWFLAKE SERVICE NOW ZOOM LIKE DATA DOG AS WELL.

I COVERED THE LARGEST SOFTWARE COMPANIES. THEY WILL OUTPERFORM BECAUSE THE ONE HUNDREDS SMALLEST, IT WILL BE BECAUSE OF MICROSOFT AND PALANTIR AND ORACLE DATA DOCK AND SNOWFLAKE AND CROWDED STRIKE.

Like I said, I know I'm going to get a little bit of flack about this company, but the reality is it is undervalued and I see a lot of potential

Fourth is Oracle. This is the only AI infrastructure company that is actually going down instead of going up. If, and it's a big if, OpenAI maintains their 300 billion commitment, Oracle is very, very cheap.

Nevertheless, the riskreward equation has become increasingly attractive.

our fourth pick is Oracle Corporation, ticker OCL. A cloud titan currently offering one of the most compelling value setups in the market following an overdone sell-off.

While hardware connectivity is half the battle, the physical housing of these networks brings us to our third stock, Oracle. Ticker symbol ORCL, a company undergoing one of the most significant structural transformations in the technology sector.

Institutional filings confirm they aggressively trimmed exposure across the elite tier of Big Tech, slashing stakes in Nvidia, AMD, Microsoft, Apple, Meta, Tesla, Oracle, and Palantir.

I'm taking a long-term chance on it.

I'd be more likely to be a buyer.

I think Oracle can go bankrupt. That's a stock by the way we called out as a short last year.

I'm now looking and I'm starting to concentrate capital is on something like Oracle.

Wall Street analysts see it a little bit differently with 27 different analysts covering Oracle landing on a consensus of a strong buy recommendation and an average price target of over 100% above the current levels as of the time that I'm recording this.

Buy some Oracle. It's been beat down.

So, it still might be a decent buy with on my reasonable assumptions.

Google's falling Amazon Meta Microsoft Oracle, they're all dead. They're all going to fall more than 50% from highs.

I wouldn't hate you if you're buying an Oracle or a Microsoft as well

companies to consider selling or trimming when it was sitting right there above the $300 mark.

speculative buy.

If you are in this stock now take some profits and run because it's going to go down

stay away from Oracle at all costs. This is the biggest falling knife. Don't do it.

he thinks that the the sell-off is way overdone and that this is a great opportunity to get in on a a buy the dip opportunity on Oracle. Uh again, one very bullish analyst I spoke to said that this is going to be one of the best buy the dip opportunities of the year.

I wouldn't go near Oracle at some point if they get back to basics and they stick with their database software business and they own Slack so which we use all the time.

Oracle is not a buy the dip opportunity

This is a really an historic entry opportunity.

The second stock is Oracle.

This is to me absolutely a buying opportunity.

It certainly looks ready to start moving higher again.

To me right now, I think Oracle is one of the best plays.

Yeah, and that's Oracle… Oracle, in my opinion, is going to be the poster child for the AI bubble bursting when it when it eventually does.

We sold Oracle.

no reason to be considering taking a position in that.

We sold about half our position.

I'm not saying go in there and buy it.

When I look at names from Palantir to some of the cyber security names, and especially names like Microsoft, Oracle, I think Alphabet from the way it's sold off here, those are the names where I would rather be focused.

highest odds right now on the intermediate term given that the RS is is down would be to look for a bear flag and then still lower lows here in Oracle.

highest odds right now on the intermediate term, given that the RS is is down, would be to look for a bear flag and then still lower lows uh here in Oracle, okay?

But if you think the company is overleveraged and they have a decent chance of going under completely or needing to issue more shares and diluting shareholders, well, then you probably don't want to hold the stock.

I think you should sell it.

Oracle as another infrastructure side play.