ORCL

Stock_Two5985

Ok guys should I buy ORCL calls or puts? You guys really fucked me over last time on Lulu so I’ll definitely be doing the opposite of whatever you say

Stock_Two5985

I need to know if I should be buying ORCL calls or puts. Yall told me to buy Lulu calls and I got fucked so just know I’m doing the opposite of what you say

Snoo-90587

Fuck it’s bullish in here for ORCL. My calls are fucked

cultoftheclave

so, calls on ORCL, ty brosef

Stock_Two5985

Damn this one got me good. Looked like a value play after being beaten up this year. I’m now looking into ORCL calls and then ADBE, FDX, and MU puts for their earnings. Are you playing any of these?

Ok_Barnacle900

Sail calls, CHWY calls, ORCL calls

Liquud

!banbet ORCL 260 6d

330d

My DD: ORCL pumped going into ER and overheated, gonna drop, Adobe will pump because FIG fumbled. Also inverse WSB.

slowlybecomingsane

Depends how far down the stack you want to go. You can short the hyperscalers such as META, AMZN, ORCL, MSFT, CRWV. You can short the infrastructure companies building data warehouses. NBIS, IREN, GLXY are a few I'm aware of. Lot of BTC mining cos are pivoting to AI data centres as it's far more lucrative atm. You can short the energy companies that are ramping up production to meet the crazy energy demands of said data centres. Uranium, solar, batteries and related could be a play. And obviously you can short the companies along the hardware manufacturing line. So TSMC, NVDA, AMD or whatever.

Hopeful_Invite_8275

Close, ADBE not ORCL

doctorqaz

I have a feeling your next play will be ORCL earnings. Calls or puts?

Heavy_Track_6267

What’s your view on ORCL earning ? Doing same ?

Floribunda_

ORCL come back down or stomping the gas pedal?

SlothsonSpeed

!banbet ORCL 245 5d

RedStag1905

loading up on ORCL calls

Snoo-90587

$ORCL 240 by next Friday thank me later

Specialist_Yak_5239

My guts tellin me to load up on ORCL puts

Embarrassed_Box1827

Thoughts on ORCL?

Good_Potato_2317

ORCL anyone ? will there be some good numbers?

Lumpy-Lynx-6984

thoughts on $ORCL?

JustCan6425

ORCL calls. Nothing else for this week from my side, aside from Klarna IPO on 9/10

altonbrownie

ORCL’s premarket has me jacked to the tits.

greytoc

Fwiw - if this is something you are interested in - just look at some upcoming earnings announcements and look at the 10Q and attend the earnings calls. There are some notable ones next week - like ORCL on 9/9 and ADBE on 9/11. There is also a bunch today. The most notable is AVGO which just got released: Here is the 8K filing that states that the AVGO released earnings information in a press release - [https://www.sec.gov/ix?doc=/Archives/edgar/data/0001730168/000173016825000094/avgo-20250904.htm](https://www.sec.gov/ix?doc=/Archives/edgar/data/0001730168/000173016825000094/avgo-20250904.htm) And the 10Q will be here - I'm not sure why it's not filed yet - [https://www.sec.gov/edgar/browse/?CIK=1730168&owner=exclude](https://www.sec.gov/edgar/browse/?CIK=1730168&owner=exclude) And you can listen to the earnings conference here - [https://investors.broadcom.com/company-information/events-presentations](https://investors.broadcom.com/company-information/events-presentations)

Longjumping-Top-5397

ORCL

yrnqceo

The lion does not concern himself with choppy price action, he asks WHY THE FUCK DID I BUY ORCL

FuckleUp

Chose to swing ORCL over MSTR this weekend ☠️

VoidMageZero

Eh you’ve got companies like AMD, ARM, PLTR, ORCL, even IBM which are kinda high right now.

Upbeat-Reveal-4290

It is $MSFT and $META. The next few top buying companies ($GOOGL, $ORCL, etc)

Iunatic

Translation: META and ORCL went down a little this month. This sort of title generates a lot of discussion among the NPC community though (basically everywhere else).

getthere_always

Investing (or not) in an industry you’re familiar with could be your edge. Example: I’m in the ERP/SaaS field and would not touch NOW or CRM, maybe ORCL as they are more diversified, focusing on data centers and lowering development investments in software products. Writing is on the wall with companies like PLTR about to upset that whole industry by making bespoke enterprise systems rather than forcing companies to adapt their business processes to how these SaaS solutions function. There are a few AI-first ERPs coming along but full commercialization is a few years out.

Dill_Withers1

It’s really funny how many headlines and tweets this has gotten. It’s an accounting quirk.  The “customers” are not *end users* ie Microsoft.  Customer A and B are the guys that pay the invoices on the GPUs and then assemble them into racks (Foxconn, Wistron, Dell, SMCI) etc. Microsoft then guys the completed rack to install in their datacenter. So Nvidia has a ‘supply chain middleman concentration’ not a end user concentration. Which makes sense because MSFT, AMZN, GOOG, META, xAI, ORCL, OAI, Saudis, are all making huge purchases. I actually asked Dylan Patel w/ SemiAnalysis (a highly respected research firm) on Twitter and he confirmed this: https://x.com/dylan522p/status/1961324730474234017?s=46 Here’s an additional post from Jukan who has 25k followers on X; https://x.com/jukanlosreve/status/1961237369287512486?s=46  

Continentofme

ORCL $69 Today 230-240

superKWB

It ran up 40%.since April. So did ORCL and VRT and etc... It could give all of that back.There's no support until one fifty... but will it? Get your principle out if you're worried and let your profits ride.

iammtopher

I agree it’s volatile. If ORCL can post positive earnings I could see it doing another big run like last earnings call.

Lilac_Son

Had my eye on ORCL too! sept/oct are often bearish but they're also often very volatile, so still times to make money.

iammtopher

Metas been a crazy ride since earnings. Not a bad move on your part there. I mean their earnings were some of the more impressive out of major tech stocks in my opinion. I know September is historically a bearish month but I feel there still some hay to be made on some of these stocks. I’ve got my eye on ORCL also after their stock plummeted this week too and they’ve got earnings coming up.

Far-Requirement9180

Bought a shit ton of ORCL. I just wish it was today and not yesterday Lmao

FuckleUp

Nice ORCL close we’ll see how fake and ghey today’s drop was next week

rankiba

Anyone buying ORCL?

FuckleUp

In ORCL calls weekly

FuckleUp

ORCL $240c next week untrust me

freakinsilva

NVDA, AVGO, HOOD...nibbling ORCL

FuckleUp

ORCL dip 💰

FuckleUp

Trying an ORCL 227.5c

Dude_HaHa

ORCL is such a piece of shit Stonk. Deserves to be sub $150.

Standard_Day_7277

What happened to ORCL

LackToesToddlerAnts

>The MIT study published last week shows that 95% of attempted AI implementations at companies fail. Ah the parrotted MIT study. The report fails to clear the bar for any good statistical study. Low n-study with no sampling validity or measurement clarity. There is no data or appendix to reproduce this. Ignoring all this....just because a pilot doesn't progress doesn't mean it isn't delivering any value (would help if study had any measurement clarity). The "study" also attributes the biggest issue is lack of memory and context window. This is something models have been evolving and getting better. > And if you understand the math behind it you'll know that it can be useful as a tool under highly skilled hands of field experts, but that it's not going to be a general "replace all workers" tool like the claims from tech would have you believe. 1. Never claimed it will replace all the workers 2. It doesn't have to be used by highly skilled field experts. Like not even close. A junior programmer with the appropriate model can perform close to a senior programmer (doesn't mean senior programmer doesn't have experience or experience doesn't matter). 3. You are misunderstanding the difference between task and job. 4. Custom models with enough memory and context windows for sector specific are already on the way. These models even assuming they don't replace workers will still be running on GCP, AWS, MS servers. The need for compute will skyrocket and the models will be licensed by companies creating their own models. [AI will be a cash cow for MS,AWS,GCP, ORCL] > I think you forget that the VAST majority of people are just now becoming aware of what big tech does and the younger populace, being much more technically literate, is likely going to see a shift relative to the populace currently. Don't see it at all. Younger people are caring less and less and are pivoting more towards consumerism. Take a look at the TikTok ban - TikTok (chinese company) quite literally is collecting billions of data points and Trump wanted to ban it and the younger generation threw a fit. People are content with the dopamine drip and the algorithm feeding them exactly what they want. > but now there are companies starting with new business models, building the same (and arguably better) services that big tech offers. lol like what? > I think you are severely underestimating the irritation of people that the AI models are trained off of their data, without their permission (sorry burying stuff in the T&Cs might count legally but not to consumers). And all it takes is one lawsuit to completely change the legal framework, or for one law to rewrite what can and cannot be done. Not particularly. Like I mentioned vast majority of people don't even understand. Even if they did they really don't have many options for them to opt out of. Every social media company is collecting information. Your comments are being collected by Reddit and then sent to Google for their models but you are still on here debating an internet stranger. Sure all it take is a law but with how much funding and influence the big tech has? I'll keep my money on big tech and you can keep hoping for reforms that might one day happen. > The models aren't "intelligent" in the human sense. They run statistics on massive datasets and return the most likely set of words based on the input set of words. The human brain, which is the most effective intelligence we know of today, runs on 20W. That's not even enough energy to power the old fashioned tungsten lightbulbs. I do ML. Nobody claimed these models are sentient or intelligent. They don't even need to be "intelligent" - you are confusing AGI with AI. LLMs are just part of ML and we have had ML for years now. It turns out the human brain as special as it is - is still a pattern recognizing statistical machine with a bigger context window and memory. The models don't need to be "intelligent" for them to generate value nor do they need to something special that only humans can do. > It's really best if you learn a little about things, because you seem to be basically building your view based on what you hear from people who have a vested financial interest, not based on independent reviews and a fundamental understanding of the technology. My work literally entails around DE/ML. I work with these models regularly. I don't think you quite understand the nuances of AI...you keep saying "math" but I don't see any actual evidence for your statements or your so called math.

Brilliant_Slip_6260

ORCL why

freakinsilva

looking ahead to earnings in the next cpl weeks I grabbed a cpl positions on our very red morn: 9/5 AVGO 300c 9/19 ORCL 230c

freakinsilva

went crazy with the buys this AM: 9/5 AVGO 300c 9/19 ORCL 230c 1/16 NVDA 180c 1/16 NVDA 200c

fwzy_34

The definition includes companies assembling on behalf of Nvidia. Including Foxconn. If the same definition were in Apple's 10K it would say they had "90% customer concentration" Nvidia's Q2 FY2026 10-Q shows two unnamed direct customers at 23% and 16% of total revenue (~44% of Data Center). Analysts speculate these may be hyperscalers like Microsoft and Meta, but direct customers often include ODMs like Foxconn assembling for end users. Earnings disclosures indicate CSPs (e.g., MSFT, AMZN, GOOG, ORCL) make up ~50% of DC revenue. Identities remain undisclosed.

ImakeBADinvestmentsx

rotation from Hardware, Semi into software & cloud. OUT: $NVDA, $AMD, $AVGO, $SOXL IN: $GOOGL, $ORCL $AMZN

freakinsilva

watchlist tomorrow: ORCL 9/12 245c (spans earnings) AMZN 9/12 240c HOOD 9/19 115c (bought, might roll this to a lower strike or further out)

JustCan6425

I'll wait for ORCL then...

AsgardWarship

I got into Goog calls and ORCL puts today. I had Boeing calls today but sold too early in the morning; If boeing drops I'll get back in.

Holiday-Date8635

ORCL getting OPENAI demand means MSFT AI revenues will go down. No wonder stock is taking a hit

moorhound

Google will one day be the real life Weyland-Yutani. But for a while they're gonna be the boomer stock of tech along with MSFT, CSCO and ORCL

greenpride32

Anyone can sign on and pay ORCL to use their OCI public cloud. NFLX primarily uses AMZN AWS public cloud. But what you do with those public cloud services, what you build on top of it, is proprietary and the difference maker. ORCL isn't helping with any proprietary work. When you are a tech leader and paying high compensation, you attract the top talents. When you aren't a tech focused company, you aren't attracting the top talent and less likely to be building the best prodcut.

prana_fish

Tickers like CRWD I can see the AI vs. SaaS narrative destroying it. ORCL does not have a similar chart. Narrative for them is their cloud business is actually picking up steam comparatively to AWS/Azure/GCP with it's allocation of GPUs.

Normal-Meringue7592

Look at CRWD, ORCL, other software names, all have similar charts. Sector rotation. Thats the answer… wallstreet and institutions dump stocks and and buy stocks in different sub sectors in rotation

ImakeBADinvestmentsx

Bro $googl went from dead money to free money. $APPL GEMINI AND SIRI DEAL COMING $META 10B CLOUD $ORCL 5B GEMINI DEAL JEEEEZ FREE MONEY.

Old-Cantaloupe-1711

ORCL and AAPL are just like Pets.com in 1999 WORTHLESS IN THREE YEARS

Old-Cantaloupe-1711

ORCL likely liquidated by 2027 SHIT PRODUCT, no innovation

aliveintucson325

If you want to make money, start checking out ORCL ahead of Sep earnings. Last earnings call was insane. They had a customer order ALL available data storage. RPO is through the roof as they try to keep up with limitless demand. Tripled CAPEX. Laid off 11k employees last week to free up more cash to further invest in data center expansion. AI is a gold rush and ORCL is selling shovels.

Outrageous-Gur6848

I have two going at one time. I would do more but I don't want to dip into margin too much. Two at a time is ideal. If you get assigned on either one that's at least $10,000. If you happen to get assigned on two short puts then that's at least $20,000. At some point I'll be willing to do 3. I just need more capital. Half of my funds are tied up in long term stocks like NVDA and ORCL. The wheel is one of the safer methods when it comes to options, but you have to do it with a stable company that you wouldn't mind holding. It's the Triple Income Method. Start with cash-secured puts, then at some point you'll be holding a decent stock, and then at some point getting those stocks called away. Rinse and repeat 😊

cgar23

Puts on ORCL ☑️ 

Old-Cantaloupe-1711

I agree on all that garbage but ORCL will be worthless when they write down their Intangibles after NO ONE BUYS THEIR SHIT PRODUCTS anymore

Old-Cantaloupe-1711

ORCL sucks No INNOVATION have you ever used NETSUITE it's garbage and will be DEFUNCT SOON ORCL AT 55 PE Is hilarious ess

joe4942

ORCL -6%.

Old-Cantaloupe-1711

How is ORCL A 55 PE company??? This mkt is ridiculous they innovate Nothing

panopticism

ORCL. If they can really run it with ai they can catch up the to hyperscalers.

Normal-Meringue7592

Sooo lazy… on NVDA, TSLA, AMD, ORCL, SPY, MSFT, AMZN etc etc (I can name 10 or more tickers) The spread is literally .99-1.00 (0.01)almost always every single day. And that’s for OTM calls, once you get into ITM or ATM you can make it even easier with higher delta. 1% stop can be done daily, insta filled with 0 problem on the most liquid options in the world.

AxelFauley

ORCL going up is hilarious. "It's not overbought enough, we must keep buying it at 60 PE!!"

The_misteak

Live and die by the $ORCL

Cartoonification

!banbet ORCL 260 7d

vermilli21

Couple lotto plays tomorrow buying at open bell….240c AMZN, 135p CRCL, SNOW 200p, HOOD 115c, ORCL 240p, LULU 200c….ride or die…sure one of these will hit

venzire

$ORCL 260 by Friday 🚀🚀🚀

nemik_

ORCL 🥀

Cool_Addendum_1348

ORCL

elgrandorado

I think when I held NOW, I was selling around $890, and I'm surprised to see it priced below my sell. NOW is going to be extremely hard to displace and it is rapidly moving to encroach on the ERP/CRM territories traditionally held by the likes of CRM and ORCL. That company executes extremely well.

Diamondhands4dagainz

ORCL earnings will probs set the trend for today. No way they don’t crush and raise, so probably moonshot today. Donald Pump will 100% fudge CPI numbers too, so should be cool tomorrow and then revised later like the jobs numbers were. Bers fuk

noobeater5

Oracle already tested 253.7 resistance a few times today, a green SPY day would send ORCL to the moon

vermilli21

Be nice if ORCL can drill to 230 today because it felt cute, want red

Agolf_Tweetler

Apple still Tim Cook TACO momo. GOOG still undervalued on AI comped to ORCL et al. TSLA gotta come out of wood shed at some point.

Gloomy_MTTime420

While I don’t the pump news that has been surrounding $NVNI and $ORCL, o don’t see any filings that indicate a RS. Don’t have a source?

Baraxton

And 80% of the gains since in the S&P500 since Liberation day can be attributed to the MAG7 + AVGO + ORCL + PLTR

East_Kale_4594

ORCL calls for next week

ballistic_bagels

$ORCL go up!

aliveintucson325

Yo buy ORCL puts if you want to make 20% in 20 mins

aliveintucson325

This makes sense. SPY dropping because of tariffs. Big tech rising because they’re less impacted. Tech companies like ORCL dropping because of weird chip tariffs…

Edenwing

Your tech portfolio didn’t include NVDA AMD TSM AVGO ORCL?

vermilli21

YOLO plays if ya’ll want a x5-10x 100 risk gamba…all buy at open tomorrow…LULU 192.5c 8/8…ORCL 250p, or SNOW 205p

LazyTheKid11

i thought i could be the S&P 500...and I was wrong until I was right (lucky) after dumping a few dragging companies and getting lucky on some individual stocks like PH, ORCL, PLTR, MSFT, COST, CRWD, NVDA and META i've outpaced the S&P 500 the past 5 years. but the majority of my new purchases are just VOO with some VGT sprinkled in

vermilli21

ORCL 250p @ open tomorrow. Thank me later

vermilli21

Sold my ORCL puts too soon

vermilli21

ORCL/SNOW puts up 50% ….RDDT puts down -10% I guess I’ll take that as a win

vermilli21

Who the fuck is keeping ORCL at 255

The_misteak

Currently ride-or-die with $ORCL

I_Own_A_Fedora_AMA

Every single day. They find a top 20 market cap stock and pump it 4-12% while selling everything else. It only takes a fraction of the sell volume to keep the market green when you shove it all in one name. ORCL PLTR NVDA MSFT META are usually the favorites so I guess it's AAPLs turn.

aliveintucson325

Follow along with me and make some money. ORCL 8/15 $252.5 call