Reddit Posts
ORCL (Oracle): Down ~55% from its highs. Is the market overlooking a potentially massive 12-month recovery?
AI will prevail, most AI companies will go bankrupt. This is almost a carbon copy of Dot Com.
Oracle says it will be the first cloud outside Google to offer Google’s TPUs, starting in 2027. Cerebras rose 10%.
Dell is up over 200% in a year while almost everyone actually buying the racks has been getting smoked
ORCL you can't go wrong with puts
30K to invest - Oct 19 Market open
CoreWeave targets ‘unlimited’ insurance money to fund AI build-out
AI Cloud Stocks Are Pulling Back — Which Dip Is Actually Worth Buying?
5 AI names I’m watching Monday: $MU $RYET $APLD $BE $ORCL, from memory chips to AI software to the power grid. What are yall watching?
It won't be oil that brings us to our knees...
$ORCL’s New Mexico Data Center Lease has "Hell-or-High-Water" Terms - WSJ
ORCL back at $148. CDS screaming. $200 before December.
Pre-Market Gainers and Losers for Today (September 11, 2026) 📈 📉
ORCL reports tomorrow after close, Missed EPS 7 of last 8 quarters.
10 calls into earnings. Either genius tomorrow or “deleted” by Friday.
Pre-Market Gainers and Losers for Today (August 26, 2026) 📈 📉
The AI Trade is Dead, OpenAI and Anthropic undershot the moon, pressure private equity
Decided to take over my 401k back in February. Fk risk tolerance!
Michael Burry shorted NBIS and ORCL. We all saw how well PLTR WORKED OUT
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
I wish I never invested into LUNR and NASA. been waiting for a few weeks to sell, but ofcouse dip keeps dipping....
Leopold Aschenbrenner's & Situational Awareness died for this Pay F for respects 🙏 🫡 🙌 😔
Been holding $ORCL through the noise. Anyone else just choosing to let it ride?
Top stocks hitting 52-Week Highs/Lows - July 28, 2026 📈 📉
ORCL down 52% from its May peak. Is $119 actually the floor or are we still in denial?
Top stocks hitting 52-Week Highs/Lows - July 24, 2026 📈 📉
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
ORCL and VST getting dumped because of "AI overspending" fears, and I think the market is just wrong
Top stocks hitting 52-Week Highs/Lows - July 20, 2026 📈 📉
Is Oracle still worth holding--a bagholder's opinion
I gonna sell these stocks and they will fly, based on recent data.
Top stocks hitting 52-Week Highs/Lows - July 17, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - July 16, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - July 14, 2026 📈 📉
Azure +39%, AI revenue +123%, 4th st. beat — stock down 30%. The market has decided capex is sin...
Top stocks hitting 52-Week Highs/Lows - July 13, 2026 📈 📉
If hyperscalers like MSFT, ORCL, META, AMZN, etc are down 30-40% semi conductor stocks can’t continue to go up! Says JPM’s Chairman of an investment Strategy Michael Cembalest.
Low snowfall, big opportunity.
Anyone else watching ORCL down here? Trying to decide if this is a knife or a gift
B. Riley says $AMZN’s RNG and OpenAI’s MRC are becoming “Structural Headwinds for Transceiver TAM.”
Any big balls betting on hyperscalers before the Q2 earnings?
$ORCL trading a huge discount post earnings crash
6/6 for overnight stock directions calls and still down in the dumps (newbie trader)
6/6 for overnight stock directions calls and still down in the dumps (newbie trader)
Oracle $ORCL Vol Crush Post Mortem - This one goes into the win column!
Pre-Market Gainers and Losers for Today (June 11, 2026) 📈 📉
How is Oracle down on Earnings Beat?
If ORCL is a “AI” company what it’s doing in IGV?
How is Oracle down on Earnings Beat?
How is Oracle down on earnings beat?
How is Oracle down on earnings beat?
ORCL says it foresees raising $40 billion through debt and equity financing, stock down 5% already
Oracle $ORCL earnings tonight after the bell? Who's jumping into the Vol Crush pond with me?!
Consensus view on oracle earnings?
My ORCL earnings setup: looking at the 215/240 call spread
ORCL & ADBE earnings next week – here’s why I’m loading calls on Oracle (and why Adobe is a coin flip)
5500% gain on $ORCL calls (Acct hit $725k). Rolling the bag into $LITE before Broadcom earnings.
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
55x on ORCL calls. Trimming and rolling into LITE for the AVGO catalyst.
5,500% GAIN on calls ! Acct sitting at $725k. This doesn't even feel real anymore.
Semis have run hot, DELL and HPE just did as well. Next up is software. My bet is software is next. My money is on ORCL.
As always, the pump happens after I give up on the stock. Here’s my 4th one: ORCL
Mentions
I see. This is simply where we differ in perspective - the force majeure was called and in many ways its bullish for Oracle since that means less capital expenditure in the near term (essentially flexibility to not have to pay rent on space until the delays are over). Secondly, having read into that case I know Bloom energy has already confirmed the energy supply will be able to deliver the energy requirements until that is settled. As for MSFT and GOOG, their cash flow is closer to positive and with cloud growth as it is - i’m not too worried about their future. Hence why I pick on ORCL and is more a sign of the true risks to the overall AI trade
I did the exact same thing, ticker name ORCL 🟥🟥
I guess nobody sees the issue with ORCL’s GPU life cycles *effectively* being 4 years? “But these GPU’s still work and can still run”….. Ok, but if your customers won’t even pay you to run them you have the same issue as if they didn’t work all together. That’s essentially a 4 year life cycle. I hate to say it, but this is precisely what Burry warned everyone about…
The bull case is crumbling. MSFT canceling their compute deal with ORCL is a major tell.
Yea the entire house of cards is falling rn. ORCL at 320 bps. 💀💀 the writting is already on the wall. We’re in the final inning of this.
Don’t get me started about ORCL
ORCL is the shittiest stock ever lmao
dear microsoft, Bill Gates wasn’t even that weird of a guy! And Sanjay prolly doesn’t even smell that bad! Additionally, letting go of ORCL is something that needed to happen. Kinda like my ex girlfriend who let go of me because of my coke addiction. Let’s share things between each other and keep this up. How about 550+ on Monday? Much love. best, a retard who should’ve bought more in the money calls at close
Not correct. They don't fit their purpose. Either training or inference. The demand is there for nearly any GPU per every company's financial release. ANY COMPANY. But there must be something they don't like about ORCL infrastructure. Stop drawing your own conclusions and making your own narrative that goes in the opposite direction of the unanimous comments from every cloud and provider. Dozens of companies have all agreed.
Lmao ORCL already basically recovered from that news
>MSFT, the guys bankrolling most of the AI surge (>60% of CRWV revenue, >40% of IREN/NScale revenue, significant ORCL revenue), signaling they're bowing out Market: hahahaha, let's ignore that
MMs know how many puts were bought when that ORCL news dropped and refuse to let them print.
ORCL both has less debt, better balance sheet, and declining CDS spreads but it gets hit much harder on the MSFT news than CRVW. Make it make sense
ORCL is crawling back from depths of hell
Back up to where we were before the MSFT ORCL announcement. Never could have seen that one coming...
For those wondering, we're pumping because the SPY only has the memory of about an hour, so it just forgot the terrible Microsft/Oracle news Legitimately almost all that ORCL dip is gone already lmao
ORCL you filthy slut. Just de-list or go private
Yeah, this is just bad news for ORCL Doesn't really affect much else
ORCL dumped from news all the way in June lel
Lmao MSFT says they're winding down renting AI computing from ORCL and losers think it means AI is winding down. Heads up, its because they've managed to bring enough of their own servers online that they dont need ORCL
MSFT canceled the compute deal with ORCL because compute demand is SOOOO HIGH!!!! :kek: :kek: :kek:
Whoever timed that bottom on ORCL about to be a millionaire
ORCL and MSFT compute news, msft doesnt wanna renew contract
Imagine going back a year ago and telling people buying $350 ORCL stock that it'd be pushing double-digits a year later.
This has to do with ORCL news so maybe not! Time will say, everything will be fine after NVDA.
ORCL do not go bankrupt challenge: impossible
$ORCL bonds are getting crushed
ORCL going bankrupt at this rate
ORCL my biggest regret.. Going to make a separate portfolio for this bastard to live in
Top AI stocks including ORCL, NBIS, SNDK, MU, CRWV fell upto 90% from their ATH within a month when the bubble popped.... Just a quote from a future history book.
That small little headline about $ORCL is enough to push tech to red prob 😂😂😂
Been fucking saying ORCL is going sub 100 by Jun. My 110p for 12/18 is up 4x since I bought it
That candle on $ORCL is hilarious. Garbage fire of a company
MSFT winding down the amount of AI cloud compute they’re renting from ORCL
MSFT to wind down ORCL compute deal lmao
*MICROSOFT IS WINDING DOWN ORACLE DEAL TO RENT AI CLOUD CAPACITY $ORCL ggs
What's the ORCL news please
What's the ORCL news please
ORCL CEO could be thrown into a pool of $ and would come out holding an empty bag
I have sent a letter to ORCL investor relations team telling them they are bunch of ghey pussies
buying 115 dec puts on ORCL, doomed company with obligations it cannot meet
Come on ORCL I know you've got more gas than that
That could very well be true. The truth is that I do not follow the neoclouds. Have no position and would never consider a position. Same with ORCL for me. Not sure if they are considered a Neocloud? I am most bullish on Google as their cloud is growing way faster than the others. They have the best position of any company in 2026.
$CRWV and $ORCL can't expand and continue financing operations with debt, can't repay loans (hits VC, PE, Inst. Banks). $NVDA loses some of its largest customers. $GOOG, $MSFT and hyperscalers lose huge portion of future growth prospects as compute supply is evaporated, struggle to pay back loans (further hits financial firms, chip firms). OpenAI and Anthropic can't meet its compute commitments, possible default on debt as well. It's all a grade A cluster
I bought 11/6 TSLA and ORCL calls are close. I felt like this.
ORCL heading into double digits soon, what a turd
# ING Said to Be Seller of $500 Million Data Center Loan Portfolio[](https://bmedia.iad1.qualtrics.com/jfe/form/SV_0xQ0jMsQ7QLRlj0?slug=2026-11-05/mystery-seller-puts-up-500-million-data-center-loans-backing-stargate-cyrusone&bconnectId=E6E7842F9C264F17B996006BEFD3ED2F) Dutch bank [ING](https://www.bloomberg.com/quote/INGA:NA) is putting up for sale a roughly $500 million portfolio of data center loans all at once, according to people familiar with the matter. The rare auction comes just days after a Democratic sweep of the US midterm elections raised doubts about the future of many of the projects. The bank is taking offers for a dozen loans via a so-called bids-wanted-in-competition process, the people added, asking not to be identified because the information is private. The loans for sale include a $25 million slice backing a [massive data center site](https://www.bloomberg.com/news/articles/2025-08-20/jpmorgan-mufg-to-lead-22-billion-loan-for-vantage-data-centers) that’s part of OpenAI, [SoftBank Group Corp.](https://www.bloomberg.com/quote/CSOF1J5:CMAN) and [Oracle Corp.](https://www.bloomberg.com/quote/ORCL:US)’s joint Stargate project in New Mexico. It’s the location where Oracle sent the developer a notice citing force majeure. A representative for ING declined to comment. It is also looking to offload debt tied to operators such as [Vantage Data Centers](https://www.bloomberg.com/quote/1333843D:US) and [CyrusOne](https://www.bloomberg.com/quote/CONE:US), said the people. Bids on the loans are due Nov. 19 and must be at least $10 million in size, they added. The auction, among the first of its kind that exclusively contains data center debt, underscores the market pessimism that has erupted over the AI buildout in the wake of the US elections. In Texas, where many developers have a presence, the Democratic governor-elect has called for an [immediate moratorium](https://www.bloomberg.com/news/articles/2026-11-04/coreweave-bonds-hit-new-lows-as-texas-data-centers-in-crosshairs) on construction for the projects. The Nasdaq 100 [closed 6.4% lower Thursday](https://www.bloomberg.com/news/articles/2026-11-04/stock-market-today-dow-s-p-live-updates), wiping out $2.3 trillion in value and extending weeks of concerns from Wall Street investors who have been retreating from the AI trade. In the high-yield market, junk bonds tied to data center developers or projects, including [CoreWeave Inc.](https://www.bloomberg.com/quote/CRWV:US) and [Galaxy Digital Inc.](https://www.bloomberg.com/quote/GLXY:US), saw some of the biggest declines. Wall Street is broadly contending with the [risk](https://www.bloomberg.com/news/articles/2026-10-28/wall-street-s-ai-debt-machine-is-starting-to-choke-on-supply) that the credit market is nearing the limit for how much AI debt it can absorb amid questions of whether revenue can justify the breathtaking spending. [Goldman Sachs Group Inc.](https://www.bloomberg.com/quote/GS:US) and [Apollo Global Management Inc.](https://www.bloomberg.com/quote/9990822D:US) are looking to syndicate portions of the largest chip financing on record [tied to SpaceX](https://www.bloomberg.com/news/articles/2026-11-04/goldman-apollo-in-talks-to-sell-spacex-s-40-billion-ai-deal), Bloomberg reported this week. They committed to the deal in October before pricing it, and now face the prospect of the market turning against them.
Who is the mystery idiot that buys that toxic garbage? In other news, ETFs are coming that track CDS on that toxic garbage: \- ORCL Credit Default Swap ETF \- Magnificent 7 Credit Default Swap ETF \- Semiconductor Credit Default Swap ETF \- Hyperscaler Credit Default Swap ETF \- CRWV Credit Default Swap ETF No tickers yet. Estimated listing date is January 15, 2027.
I'm a software engineer who used to work on Azure datacenters at Microsoft. I also have experience in training AI models. So you can pretend I don't know what I'm talking about, but this is literally my expertise. I said I have long-dated puts, I'm not long NVDA at all. As in I made bets that NVDA will go down in price in the coming year. Most of those are up 50-100%, so yes, it is panning out exactly as I expected. Check my history if you want, I posted a DD post months ago that made it to the front page of WSB. If you followed literally any of the put positions I suggested (NVDA, ORCL, AMD, SOXX, TQQQ, SNDK, CRWV)...they are all up.
Perfectly describes my ORCL puts
Damn better yet, y'all need better risk management. I had puts on LMT, ORCL, UNH, TSLA, SPCX, and NVDA going into this week. Exited with a 15k gain this morning, though had I not paper handed it would have been a 40k gain. Should have been obvious that Dems winning means Ellison and Musk were going to get investigated, and share prices would go down.
ORCL and NVDA bulls how we feeling
My response to a similar question in the thread. Yes they could...but: >What's the endgame though. Just keep burning cash faster and faster, throw more compute at general LLMs even though everyone has fundamentally the same architecture and technology? Even though scaling law is fraying and gains are incremental / logarithmic for the cost? They're all neck to neck with open weight models rapidly closing the gap. Let companies like CRWV, ORCL become even more bloated with debt and cause an even bigger financial crisis down the line? >We're supposed to reach the niche application phase now. Let open models train on smaller datasets. Get targeted, focused and disciplined applications of AI. Really flesh out big powerful use cases in medicine, research, manufacturing, etc. >The risks in the system are just compounding greater and greater. At this point we're intentionally creating something a magnitude order larger than GFC. Knowingly.
Yesterday was a temporary reprieve brought on by exuberance: the end of electoral uncertainty. Today it's back to the tech bubble collapsing, which has been happening for months. The tech bubble collapse is accelerating. The NASDAQ 100 is now in correction territory, off 10% from its all time highs. South Korea's KOSPI had to halt trading again last night. Today has been been the worst day for chip stocks in more than six years (March 2020). Nvidia (NVDA)'s one-year return is negative 4.17. Meanwhile, Alphabet (GOOG), Amazon (AMZN), Meta (META), Microsoft (MSFT), and Oracle (ORCL) still have more than 3 Trillion dollars in off-balance sheet spending commitments. Sentiment has shifted: the VIX is up more than 30% today alone. Fear is back in the marketplace.
Or…a lot of these AI companies are over their skis and could go bk including ORCL?
ORCL has no more employees
if the ai trade is done because datacenters will not be built ORCL should go up
My ORCL puts are up 500% today (they’re still down 85% all time)
Larry Ellison on suicide watch $ORCL
Love how $ORCL hasn't even hit its 52-week low. Like guys, come on, you can do it!
Yes yes, and ORCL is the most undervalued stock in the entire market by your assessment I'm sure
What's the endgame though. Just keep burning cash faster and faster, throw more compute at general LLMs even though everyone has fundamentally the same architecture and technology? Even though scaling law is fraying and gains are incremental / logarithmic for the cost? They're all neck to neck with open weight models rapidly closing the gap. Let companies like CRWV, ORCL become even more bloated with debt and cause an even bigger financial crisis down the line? We're supposed to reach the niche application phase now. Let open models train on smaller datasets. Get targeted, focused and disciplined applications of AI. The risks in the system are just compounding greater and greater. At this point we're intentionally creating something a magnitude order larger than GFC. Knowingly.
What's the endgame though. Just keep burning cash faster and faster, throw more compute at general LLMs? Let companies like CRWV, ORCL become even more bloated with debt and cause an even bigger financial crisis down the line? We're supposed to reach the niche application phase now. Let open models train on smaller datasets. Get targeted, focused and disciplined applications of AI.
Trillion dollar market cap hype unwind will be very painful month by month $TSLA $SPCX $MU $NVDA $META and many unwind like $ORCL as AI datacenters delay and deprioritize by Left wing.
OK rip me or help me? What would you do? Got 100 NFLX cost about $74 100 ORCL cost $193 100 CRWV cost $74 200 BROS cost $45 I feel that these are legit holds and could go big any time some good news comes out! My issue is I'm $18k on margin so do I keep paying to play or tax harvest and try again??
SNDK WDC ORCL still down
PLTR and ORCL seem overvalued with an incoming Dem majority.
You stoopid? Have you ever looked at the trades of democrat politicians? MU, SNDK, VRT, CRWV, ORCL, CAT, BE... AI trade is going to be fine.
An oracle would tell u ORCL is fucked
No hope left for ORCL
You dumbasses are still in tech. Are you high? ORCL CREDIT DEFAULT SWAPS ARE UP 300% YTD! The neoclouds are teetering on the brink. This has been building for months. We need a clean washout. This BS of Claude pretending their operating profitable at $500 million. What 3rd quarter? Then they realized they were going to be sued if they didn’t add it in. The swung to an operational loss of $900 million. Also, they have contracts with hyperscalers whether or not they use the compute they owe them for it through 2030. All the amended S-1 convinced me is they are cooked. More customers = more losses.
Why the fuck is everyone surprised Risk-off rally was predicated on all the adults in the room being out and a bunch of openly bribeable chuds taking the reins Now that Dems are back they'll be asking for receipts for this shit and it's gonna fall apart. SPCX/ORCL/CRWV/DELL are likely running some absolutely fucked creative accounting that will melt away at the slightest observance
I’ll tell you whose winning GOOG, AMZN, ORCL Why? Cause I’m bag holding
Surprised ORCL isn’t going up higher with AMD earnings.
ORCL can go up $7 from the lows today; but GOOGL can't even muster a fkn green day after being down 40%+. This market is hilarious.
ORCL is truly astonishing. Such a shit company and yet
Lost $1/contract on ORCL so far. Sitting on my AMD ones.
guh, ORCL stop being retarded and just die
ORCL is too big to fail dont start that shit.
Why is ORCL’s debt trading at like 0.7 par? They going out of business?
Balls deep in $ORCL puts by the end of today
So you're telling me ORCL won't pump and save my calls before AI wipes out my job and I'll be a perma-brokie for the rest of my life?