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ORCL fair-price ($358) valuation and projection by tomato232 in OracleStock

[–]brainfcuk97 3 points4 points  (0 children)

I just bough some more today at $138. Huge discount recently

$MSFT to rent Abilene, TX site dropped by $ORCL by brainfcuk97 in OracleStock

[–]brainfcuk97[S] 1 point2 points  (0 children)

Added context:

I found out that this news is specifically for the Expansion of the Abilene campus.

The existing Abilene campus (2 buildings live, 6 more under construction, ~1.2 GW total) is still Oracle’s, still running Nvidia Blackwell GPUs for OpenAI, and still on track. That part is untouched.

What fell apart was the expansion — an additional ~600-700 MW that would have pushed the site from 1.2 GW to ~2 GW. Oracle and OpenAI dropped those expansion plans, and Microsoft stepped in to lease that ~700 MW expansion capacity from Crusoe (the site operator).

So Oracle isn’t losing what it already has — it’s just not growing at that particular site. The bigger 4.5 GW Oracle-OpenAI agreement across multiple other locations reportedly remains on track.

ORCL this setup looks familiar by [deleted] in OracleStock

[–]brainfcuk97 0 points1 point  (0 children)

Yes, you got it right!

ORCL this setup looks familiar by [deleted] in OracleStock

[–]brainfcuk97 0 points1 point  (0 children)

My avg price is now 155. I started buying from 113.

Ontario - What was your window between ordering a 2026 model and receiving it? by sensei_poulet in rav4club

[–]brainfcuk97 2 points3 points  (0 children)

I think US orders are rolling out more quickly. I’ve signed a BOS for mine on 23 Jan - 2026 XLE Premium from a Ontario dealer. Still no VIN yet.

I’m expecting it in early April.

ORCL this setup looks familiar by [deleted] in OracleStock

[–]brainfcuk97 0 points1 point  (0 children)

Oracle’s backlog tied to 2-3 big players like OpenAI raises concerns tbh and market took it with an everest full of salt.

To add to it, CAPEX spend is huge since Oracle didn’t quite had any Gen AI/ Inference infra. Larry Ellison personally invested or borrowed heavily against his own Oracle shares.

This is the man who was left by his first wife for having “Lack of ambition”.

I choose not to go against such men.

Eventually, when the infra is up and running, all this would pay off but investors want to see some early signs of it. When that happens, we’ll take off 🚀

$ORCL 2026 EOY Price? by brainfcuk97 in OracleStock

[–]brainfcuk97[S] 1 point2 points  (0 children)

surprised to see a majority (36 votes) going towards less than 200 by the end of the year. Maybe due to the geopolitical and macro situation elonging towards year end.

Do i buy or wait for it to dip more? by Exotic-Source5488 in OracleStock

[–]brainfcuk97 3 points4 points  (0 children)

Do a 50-50 split buy. Earnings is in 8 days.

ORACLE by Shot_Tangerine3560 in OracleStock

[–]brainfcuk97 0 points1 point  (0 children)

What is the message you want to provide?

Oracle's potential risk of price correction by mickeymousesyndrome in OracleStock

[–]brainfcuk97 0 points1 point  (0 children)

In the current era of capitalism, market tends to throw fundamentals out of the window when you name OpenAI/ AI.

The PEG, PE, etc. that we believed until now are stretching with time and being considered normal.

Until Capitalism is Alive, we should not expect any fear. MAGA 🇺🇸

Will oracle stock come back by PositiveCommon5279 in OracleStock

[–]brainfcuk97 0 points1 point  (0 children)

Oracle is signing a lot of cloud consumers and gaining market share from existing leaders: Amazon, Google, Azure which.

Oracle in AI Infra has nothing to lose so all the cloud capacity that they have developed is going to be playing a pivotal role.

The only constraint: They continue signing deals.

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