Thread regarding Oracle Corp. layoffs

Called it: $125 Before 11/1

I called $125 on this site in May. I have reinforced that position on my call several times since then. And, here we are: $125.54 at the close - before 11/1.

The next earnings call will set the tone going forward. Eiher we have hit a stabilization period or entered a continued era and a slide into bankruptcy and restructuring. What's more the 'traditional software business' especially in the old GIU's is under sverve competitive attack. Those businesses will die and be replaced over the next 5 years.

Political favoritisim, escorting key talent out of the building, and lack of market and domain understanding have served you well. Pure stupidity and a complete failure of leadership at almost every level.

Well done Oracle - Well done indeed.


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| 283 views | | 18 replies (last 7 days ago) | Reply
Post ID: @OP+1m5m4m63m

18 replies (most recent on top)

Ok. Yes, I called 125. I did not see 115 coming. Should have taken a bigger short position.

All said....got my popcorn watching this stupid company burn. Next announcement will be a bankruptcy restructure.

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Post ID: @27d+1m5m4m63m

🍿🍿

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Post ID: @262+1m5m4m63m

Love watching the 🔥 gonna get worse. $114..

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Post ID: @260+1m5m4m63m

And now at $119. Wow. 🔥 burning...

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Post ID: @1rw+1m5m4m63m

@OP When will ORCL be $1250? Please advise. thanks ;0);0);0);0);0);0)

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Post ID: @zc+1m5m4m63m

the main thing is, that while whole market is boosted, on Ai steroids, Oracle is low, lowest almost ever during SP500 peaks. So, when, if it explodes - others that are not high, could go down, maybe to 40%. But, where Oracle will go, drop? My look at it is, that at least Oracle PPS is high, Really high. So, buying this stock, now on low price, or lower later - is not that bad.

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Post ID: @wy+1m5m4m63m

Love watching it tank.

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Post ID: @sp+1m5m4m63m

The real price is well below $100

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Post ID: @h7+1m5m4m63m

OP,

here we are: $125.54 at the close

Uhh, we're heading south for sure, and I hate to be pedantic, but it closed at $126.16 today. Next week man, next week.

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Post ID: @c0+1m5m4m63m

so what? BFD.

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Post ID: @bz+1m5m4m63m

I love the fact that our idi*tic media has FINALLY started to report on over-investment in AI infrastructure and that the Anthropic/OpenAI revenue simply won't generate any ROI.

Next joke will be if Anthropic actually attempts their $2T IPO.

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Post ID: @bx+1m5m4m63m

@bg
Jealous much?

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Post ID: @bw+1m5m4m63m

If you have real ba--s you will actually call the bottom much much lowet

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Post ID: @bg+1m5m4m63m

@OP it is indeed enjoyable! Watching Ellison's big, misguided bet implode puts a smile on my face. 🍿

Next, I'm looking forward to watching Altman and Amodei as they are exposed as the grifters they truly are. 🍿🍿

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Post ID: @ay+1m5m4m63m

@an

I remember reading your posts with this prediction...a thread which included popcorn emojis was particularly mirthful...lulz.

Congrats on the call...hope you banked some big bux!

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Post ID: @av+1m5m4m63m

@ae look back. I indeed provide rationale and shorted the stock with $125 options. I put $ on the table. What have you done but troll.

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Post ID: @an+1m5m4m63m

@OP and we're at $124!!!

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Post ID: @am+1m5m4m63m

OP, You haven't established why $125 is some entry point to a stabilization or the gateway to failure. The 52 week low is $114.5 so obviously the stock can drop further and still come back. The stock has a lot more downside potential and outside forces will determine when the price stabilizes. Don't hurt yourself patting yourself on the back for making some random but obvious prediction.

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Post ID: @ae+1m5m4m63m

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