What are your thoughts on ORCL? Its CAPEX remains high, still negative FCF but recent partnership with BLOOM to solve energy capacity seems to be moving the stock upward, higher and higher. I've not seen 3 consistent days of stock price increases like this in months. ORCL has been pretty volatile since entering the AI hyperscaling race and its big announcement in Sept 2025.
Are we seeing:
- AI/cloud optimism finally catching up?
- Institutional accumulation?
- Or just a short-term bounce that will fade again?
ORCL has been heavily scrutinized by Wallstreet but it seems to be proving the case it can convert potential into actual gains.
Anyone here holding ORCL or digging into the fundamentals? Does it have actual leges to crawl back up or am I falling for the temporary hype?
Wow, ORCL is having its 3rd day of gains!
byu/california_explorer instocks
Posted by california_explorer
3 Comments
30k layoffs is bullish
There are so many AI companies that are seeing return on investment, why do you feel the need to buy the one that has increased capex by 22x over the past 5 years and only increased operating cash flow by 48% in the same timeframe?
Pump before the dump of all stocks!