CryptoCondom|12月 09, 2025 01:23
ORCL wont die by any means...it will simply, & eventually, reprice to a more realistic valuation.
However, LTF I would not be surprised to see ORCL move higher. ORCL is essentially a levered bet on @OpenAI & NVDA. There are 3 major catalysts supporting LTF price appreciation no matter how overvalued it is:
1⃣ As NVDA H200s (and likely Blackwell) get opened to Chinese markets we'll see a halo effect occur
2⃣ @ChatGPTapp 5.2 is widely rumored to be released early (tomorrow or Wed) to compete head to head with @GeminiApp
3⃣ ORCL earnings are tomorrow and likely to show a revenue beat even if forward guidance is cautious(CryptoCondom)
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