ORCL Long-Term Bull, ignore the noise from CRM and MDB
Just a few days ago, ORCL was WS's darling. But suddenly, CRM software revenue was missed, vital guidance was absent, and Database MDB's soft earnings were lost in this high-expectation environment. Then, the macro environment around rates and inflation was ongoing.
All this is noise; ORCL is turning into a mini Microsoft, a cloud and Software company. Its cloud segment will shadow everything else.
My target is 140 by July and August, but before that, it can test 105 in the worst-case scenario. Please consider the validity of my other ideas so far in the recent timeframe.
Disclaimer: I am on the Call for July 130, a long, cheap contract.
All this is noise; ORCL is turning into a mini Microsoft, a cloud and Software company. Its cloud segment will shadow everything else.
My target is 140 by July and August, but before that, it can test 105 in the worst-case scenario. Please consider the validity of my other ideas so far in the recent timeframe.
Disclaimer: I am on the Call for July 130, a long, cheap contract.
Dagangan ditutup: sasaran tercapai
My Target reached and breached to the upside. Happy for whoever followed me.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.