ORCL

Far-Requirement9180

Regards and even my grandma talking about ORCL “debt bubble” like they discovered the new crash lol

Bluebird-9641

Yeah after seeing the markets reacting to ORCL and AVGO we are either in bubble pop territory or will soar to crazy new ATHs, I'm leaning towards the former so naturally we soar.

Possible-Shoulder940

# Oracle a ‘Show Me Story’ After Big AI Debt Bet, JPMorgan Says [https://www.bloomberg.com/news/articles/2025-12-15/oracle-a-show-me-story-after-big-ai-debt-bet-jpmorgan-says](https://www.bloomberg.com/news/articles/2025-12-15/oracle-a-show-me-story-after-big-ai-debt-bet-jpmorgan-says) [Oracle Corp.](https://archive.is/o/GWlC3/https://www.bloomberg.com/quote/ORCL:US)’s aggressive artificial intelligence spending plan has put the cloud computing giant’s corporate bonds under a harsh spotlight as Wall Street searches for cracks in the AI boom.

Shurlak

all cause of ORCL? sheesh

ramy_mousa

reality is, we got rug-pulled over nothing burger. just greed. there is no doubt AI has immense potential and business usage, crying over ORCL or whatever is just a scam.

alderson710

ORCL, CRWV and Scam Altman are the reason we are here

Roxorek

damn didnt expect ORCL and AVGO to fuck the market this badly

LetigiousBoobFart

my $172.5 and $167.5 ORCL CSPs are starting to look a little spooky

GewDoge

Thoughts on ORCL put at $175 expiring on Dec26?

Fancy_Cattle_5914

Filing a class action against ORCL

EnginrA

ORCL getting assblasted

Worried_Quarter469

ORCL going down

Fancy_Cattle_5914

At this point we need to all get together and short ORCL to zero. They did this. 

cinJESUS

how much will ORCL go down??

rich01992

Me with ORCL

Slightlybadpicks

ORCL the reason why I’m pulling in double shifts behind the dumpster 😞😞

vermilli21

ORCL 178 end of week, mark it. Maybe even today 🤡

livingunique

ORCL headed straight for the basement, wow

superscarab

ORCL is going to need another week to find its bottom

cinJESUS

ORCL is so fucking awful

Traditional_Honey108

ORCL FUD seems to be working

Icommandyou

ORCL to 0

DragonflyOrdinary848

AI fear. Combination of ORCL having disappointing earnings and rising debt sparking the whole AI buBbLe fears then broadcom comes out and lowers guidance on earnings margin (from 79% to 77% btw, in context of record total revenue and record free cash flow) and crashes 11% bringing the entire AI related market down. Once people realize that not every company is oracle we will have a good recovery

Professional_Con_007

Remembering when I shorted ORCL at 288 and it pumpeth to 325 and I bought back at 308.  I was right all along but ahead of my times.  History will remember me

cbusoh66

There will always be companies and countries buying NVDA chips, it's stupid to sell NVDA. If you think it's a bubble, I would short or stay away from OpenAI connected companies, MSFT, ORCL and that bunch.

SteveStacks

Can we stop hating ON ORCL plz? It is a good company.. Also I'm selling $190 puts and I don't want assignment of the shares. Thx.

Icy_Jelly_315

Wanna buy some lovely ORCL debt?

98Metrics

Bloomberg is shorting ORCL or ORCL is lying?

mapf0000

TSLA has the cult, ORCL has no such blind followers

DonDiabloTheGreat

They won’t let ORCL drop too much. Financials mean jack shit when trash like TSLA keeps pumping.

HorseTanker

All I want for Christmas is for money to flow out of PLTR, ORCL, and TSLA until they're buried below Earth's crust while the market remains green. Come on Santa, don't be a bitch bro

OkComfortable

Once again I am asking my fellow WSBs to fund my hooker and blow campaign. Bring back ORCL to 200 tyvm.

ETFBro4DaWinz

Europe waking up and buying ORCL sounds about right

bzl33

the blow off top dream died after the finance bros started looking into $ORCL and Stargate.

Impressive_Trick_573

Rotation back to the OpenAI trade - who benefits? ORCL, NDVA, SOFT, CRWV?

JustCan6425

I should sell my 2026 march ORCL calls and buy avgo calls instead, right?

AlternativeTune4133

I lost more than $70k on $CMG and $ORCL

kalakesri

🥭 to execute scama altman for hoarding RAMs and donating it to his buddy Larry Ellison. calls on ORCL

FullCopy

Breaking News: ORCL announces a new AI-powered offering. Prune juice as-a-service.

davisdiego

Along these lines, ORCL investors would need to lose $500B before bond holders would lose a penny.

garyscomics

Full port ORCL - who's with me

wrongrobertpatrick

ORCL and AVGO doing what ASML and SMCI did to semis + AI back in April/July 2024

a10000000019

Where’s that ber that was having a meltdown in the weekend thread about ORCL? Guy doom posted 250+ times in that thread lmao

i-Vison

!banbet ORCL 185 2w

i-Vison

!banbet ORCL 180 3w

i-Vison

!banbet ORCL 180 4w

drzz1y

This is an interesting spot on U. Ideally you’d want this area to hold 46-43. Might do a flush out, then hopefully a grind back to the upside. Weekly structure looks shaky. I’m thinking with poor AI sentiment, overall tech sector is going to lag for a bit while other sectors get more love. Look at ticker JNJ, this market isn’t a bearish market. Just rotational as tech has been the story for too long. And with ORCL and AVGO catalysts gone for the upside, it was a rotational, controlled selling on certain sectors. Ticker BAC hit ATH Friday since 2006. Need a catalyst to bring back tech flows. It’s been quite the opposite past few days inflows vs outflows on tech. Inshallah lambos and rari’s my bro. https://preview.redd.it/1lxu74mui97g1.jpeg?width=1320&format=pjpg&auto=webp&s=2cd3740f1ca04f2cf2c2885fd287f9ba05c13b7d

aleksandrovsqvist

$ORCL $210+ this week

Ascorbinium_Romanum

ORCL still too high imo.

MaterialGuy007

AI trade.  Market suddenly oversold. 6 Bil people use internet FREE 2.6 Bil under age 20 1 Bil will pay $30 a month for AI No wonder ORCL is not panicking or saying anything abt stock drop like companies usually do - e.g TSLA, AMD - these companies the mom stock drops they’re on docket to counter… Next catalyst - Denial of Tariffs - time to go long

PerfectInAllThings

For those who can't find futures: ORCL -6% AVGO -2% TSLA +7% NVO -14% you're welcome

gokinetic

ORCL’s next dividend is $0.50 with ex-date **Jan 9, 2026**. If your short calls are ITM going into ex-div with extrinsic < $0.50 dividend, you’re prime target for early assignment. With two shorts, that risk is doubled. If you're doing Repair, maybe push expiration to February or roll before ex-div. Just my 2 cents

Resident-Tumbleweed9

Yeah getting out of questionable assets like 🌽 and buying quality pedigreed companies like ORCL and PLTR is the move.

Embarrassed-Bad-8232

!banbet ORCL 177 5D

vermilli21

Unless ORCL can reclaim 200 this week, this shit is going to drill town

PerfectInAllThings

Dang Financials and Healthcare are soaring in futes!!! ORCL still dropping

DopeBook

Is the cat inside the ORCL box 📦 alive or dead…

irvingwashingtonia

My guess is that it's not an overreaction with ORCL, that company is shit and will continue to be shit. There might be some stocks that get hit too hard eventually, but we haven't seen that yet. My bet is actually on NVidia to take an unearned hit. I expect them to be like Cisco in the dotcom bubble. They're a real company with real potential, but they're wildly hyped and if confidence shakes even a little they're going to crater in the short term.

InterviewAdmirable85

If they are shares, congrats, you are a proud ORCL owner, see you at 500+. Not sure when, but eventually!

dont_downvote_SPECIL

ORCL stands for One Rich Asshole Called Larry Ellison

1M-to-Zero

from ORCL what were the major catalyst in 2025 that drove stock price low 100 to high 300 at some point

Worried_Quarter469

I was wondering why ORCL got rid of their CEO a few months ago, when the stock price was doing so well

ch0c0l8cake

Its at 90k..... Wait and buy a dividended stock thats at 10 year lows instead. If you think Wendy's, Conagra, Pfizer, and target (to name a few) will go bankrupt then put it all in on AVGO or ORCL who love "creative accounting"

ShittyUsernane1222

Can bols PLEASE stop kicking the can down the road with pumps to delay the inevitable, it's going to hurt them. They accidentally laid the groundwork for the mother of all economic crises (TM): \-AI and Off-shoring induced deflationary factors \-US Consumer Debt(with such classics such as Mortgage debt crisis) and Regional Banking Crisis \-Yen Carry Trade and US-Japan Contagion due to Japanese Debt \-UK Funds divesting from US \-EU funds in talks to divest from US \-Bond yields going to the Moon(TM). \-AVGO and ORCL popping the US AI Bubble(big emphasis on US, there is no AI bubble outside of the US, not even in China) \-🥭 Hoover-like Tariff Policy fucking over US Economy a la 1929 \-etc. and etc. TLDR: Bearish Economic Indicator Printer go brrrrrrrr.

lipmanz

The sentiment turn on ORCL in a couple of months is legendary…”this is a historic backlog!” “Other analysts were left "blown away" and "in shock." D.A. Davidson's Gil Luria called it "absolutely staggering on CNBC's "Fast Money." Wells Fargo analysts said it was a "momentous confirmation" of the AI trade….Now: “did you know they have over a 100 billion in debt?”

meNriveBabylon

Aren't most ORCL products basically obsolete only used for legacy systems. Only thing saving them is their cloud.

ShittyUsernane1222

BOJ, AVGO and ORCL did a thing not even micheal burry could. Prize for 🏳️‍🌈🐻 of the Year goes to: Ellison, Hock Tan, Kazuo Ueda

orangeyougladiator

When we look back at this glorious AI bubble and realize two shitters in AVGO and ORCL were the bubble poppers it’ll be the most embarrassing thing

orangeyougladiator

They cooked their books and AVGO / ORCL are the bubble poppers

SunriseSurprise

In full what happened: \- Got out of the puts early (I was still shellshocked from the day before where I thought with the ORCL spook there was no way it would go back up to ATH level that quickly, so I was happy with a solid gain even though I did think a 2nd spook with AVGO could see the market feel more uncertainty on tech. Dow being up what it was also stopped me but the market dragged Dow down quite a bit which I didn't expect) \- Waited, saw market went down quite a bit more, got a quick scalp on calls, saw it go down more and got calls, but IIRC I got calls around 682 initially and they went way against me - got more calls a bit above 680, which helped sell all of them for a solid profit \- Honestly forgot I had 1 more daytrade left, saw market go back down again and did almost an exact repeat of the 2nd call stuff. That time I got a far more solid return on the calls, and had sold them literally at the last peak of the day. I timed the bottom buy worse that time and almost watch my gains earlier evaporate before market went back up Basically in my head, I thought: \- At the start: Yea it'll go down, but it could easily go back up and hit ATH again \- After it went down more: It might be one of those slow reverse J kind of days but it could just as easily V up like post-fed, though I don't think it'll hit ATH again \- After seeing it go up past 684: I think it'll go back down again but maybe only a couple points, that was a pretty strong comeback \- After seeing it go pretty low again from there: It'll probably go back up 2-3 points and that's it, and a bit more tenuously this time (the one time I was exactly right) \- After that happened: it'll dilly dally too much to make it worthwhile entering any more positions when I can't daytrade them (that ended up being right too - it did go down again but not significantly for a power hour and I was out of daytrades at that point)

Necessary-Ad-6254

I think bubble happens when stock go up when there is no fundamentals. ORCL and AVGO stock goes down when people think the fundamental isn't good.

Phiziqe

>Everyone and their Grandma is shitting all over ORCL i’m your grandma

Icy_Jelly_315

So the bond owners are bagholders, you say? Usually regarded as a point-at-and-laugh situation in these parts. Also if they are buying default insurance that has gone through da roof. But yeah calls on ORCL

ramy_mousa

It’s a bas financing approach; doesn’t mean anything when it comes to how massive AI’s potential is and how ORCL is trying to reposition itself to be part of what’s coming. They might fail but it’s a bullish indicator of how important it is to be part of the new generation of compute.

IntelligentDamage824

ORCL is such a scam. biggest lie is this tiktok sale

naturalinfidel

Yes, I'm all for holding companies accountable but this whole post is leaping to facts that aren't facts, yet. I have no position in ORCL, so no dog in the fight.

MtGloomy0420

I’ll just ask one question…has anyone here actually ever used an $ORCL product?

EmergencyFair6786

She'll be a wrinkled old woman and ORCL will be worth 27 trillion dollars by the time this mythical crash happens. 

Hiro-Nishi

What does this mean, im too regarded, im done defending ORCL, they made me money last 2 earnings before this month, i wanted them to win even tho i know they where on debt but they liquidated my calls after ER.

Hiro-Nishi

Jan 16 might cook, unless it does an ORCL last earnings in sep and it just kept going down for a whole month

curio_123

ORCL and its bonds are the canaries in the coal mine. Both the equity and the bond markets have lost faith in Oracle. Why is this relevant to semis? https://www.reddit.com/r/stocks/comments/1plnhkr/oracle_runs_into_more_trouble_as_bonds_looks_like/ The semis rallied hard over the past few months because of the $1.4T in OpenAI deals, with Stargate being the centerpiece and Oracle being the big tent pole. SoftBank dumped its entire stake in NVIDIA to raise cash for Stargate. There is literally not enough cash to kick off Stargate at the scale it had hoped for, and the market has been calling their bluff. As long as ORCL and its bonds aren’t working, the semis are vulnerable to a pullback to levels just prior to Oracle’s Sept announcement with OpenAI. Prob $240-245 for SOXX

wattap

ORCL credit default swaps imply a 2.4% chance of default in any given year over the next 5-years

iLov3musk

Buy ORCL CDS

JustCan6425

With ORCL and AVGO dumping out of the blue this week, I think market makers will keep MU flat post earnings to prevent weekly calls/puts from printing too much. A rally is unexpected in the short term and people will keep harvesting their gains at the end of tax year. A further dump would be surprising so everything should be priced in by Wed. But i'm not buying a straddle - I'm on a gambling detox this month.

JustCan6425

With ORCL and AVGO dumping out of the blue this week, I think market makers will keep MU flat post earnings to prevent weekly calls/puts from printing too much. A rally is unexpected in the short term and people will keep harvesting their gains at the end of tax year.

bamBOOOZLED420

ORCL

FartCanCivic

I mean, I’d say personally they’re a pretty strong contender, they just also got dragged down cause of ORCL and SOXX getting dunked on. If you got the cash, I’d say you could probably buy in at 30-40% reserves and start selling calls again. You could also use this lot as a short term >1y liquidity pool if it does appreciate.

ShittyUsernane1222

toxic loans and credit of ORCL, causing an mass lender sell-off. shitty AVGO news. us ai bubble nearing the popping stage.

Happy-Champion1661

it's the first trading day after Christmas 2025 / Satan's rally: the stock market has crashed to ATL, after BLOOMBERG exclusive that $ORCL is now building only 2 toilets in its HQ instead of 3, clearly a sign of increasing credit distress $NVDA has now become the least valuable company in the S&P500, and continues to trade like a meme stonk meanwhile $TSLA and $CVNA hit new ATH every week

Salty-Ad6128

Checking out the charts it was squarely in the upper band of bollinger until gay uncle $ORCL touched their naughty parts If it dips to 65 I’ll mortgage my house and buy that dip 😂

PaperHandsTheDip

they said the same thing about ORCL, and it had another 4.5% red day, and is down AH as well. META dipped from 750 to 680 on ER's, then ran sub 500. It can fall a lot further

Slow-Information-847

ORCL is a $10 stock, It founder took all the money out of his company to buy those old media like CNN WBs, ABC which made the last profit one or 2 decades ago. It tells everything about the real ROI of ORCL

stickman07738

Look at QCOM, ORCL and CSCO stock charts from late 1990-early 2000s. These were the guys responsible for the Internet build-out. Once equipment orders get to steady state - order stabilize and overzealous earning projections are missed. I personally think we are in the 4th or 5th inning of AI - thus, the important thing is knowing when to get out.

Bluebird-9641

This is my thought as well. I full ported ORCL on the dip before earnings now que 'I'm in danger'...

Happy-Champion1661

new burry tweets, new AI model (like this week when googl got fuk), random "fake news" (see MSFT -3% last week or ORCL this Friday), mrPres. bad health condition, MU shitting their ERs... and TSLA increased sales

No_Bus_9534

I’m doing the same except take out ORCL and add GOOG.

InterviewAdmirable85

Just calling out my strategy with NVDA, ORCL, and Netflix for the next 2-4 weeks

Resident-Tumbleweed9

I tried to brainstorm all possible negative catalysts short term, remind me if I’m missing anything: Venezuela war, China saying no H200s, Epstein files, Supreme Court Decision, CPI data next week, Govt shutdown deadline in January, More Bad AI news like Open AI/ ORCL.

Finance_In_Flight

Found the $NVDA and $ORCL holder

Beetlejuice_hero

Disagree on CRM. Some of the acquisitions were clearly overpays, but Benioff with things like Informatica is trying to make it a one stop shop data company minus the cloud storage servers. They have sticky customers in government in addition to private sector. Growing revenue (though slowed) and unlike year's past now very profitable for additional acquisitions and to juice share buybacks. Also unlike ORCL it's share price has not gone parabolic - forward P/E around 20. Hard to find value in this market, but I think CRM is one. I'm long 600 shares.