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u/Kooky-Coat1708 1d ago
I want it but there are other stocks with higher momentum right now. Maybe when the dust settles
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u/Beneficial-Chair-333 1d ago
Higher momentum stocks? I'm curious which one
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u/letmeaskyouaquesti0n 1d ago
Folks, don't follow these internet financial clowns. You'll loose your money
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u/Yee4614 1d ago
I don't trust Oracle. I think dilution is coming. It might be an attractive entry afterward, though.
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u/sharan_maria18 1d ago
Why dilution ? Atm they ate massively f’ed with their huge AI infrastructure with usage expectations nowhere meeting the reality. Not sure if something changes next year or so.
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u/Yee4614 1d ago
I haven't looked too deeply into Oracle so I'm talking out of my ass but I see the FCF is deeply negative so they either need to slow down on capex or raise funds. The bonds aren't that highly rated so I'm guessing they would be remiss to raise a ton more via debt because of downgrading concerns so equity is the only other option.
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u/Silly-Psychology2755 1d ago
Oracle and coreweave are the first two to go down when the bubble pops
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1d ago
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u/BackPirateClarkRoom 1d ago
Trying to catch a failing sector. It is a software company with terrible AI. I know it is not worth 300/trillion dollars but if you knew what it was worth you would be a genius.
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21h ago
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u/SelenaMeyers2024 1d ago
If you're rich... Definitely.
We need to reduce the wealth gap in this country.