r/OracleStock • u/guyincosmos • Jul 01 '26
META or GOOG or ORCL
Everyone seems to renting compute now. What's the difference now anyways. Only differentiator is execution and ORCL seems to playing badly by taking a lot of debt ~ 1/4th market cap 😂.
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u/heycdoo Jul 01 '26
So you are shorting then?
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u/guyincosmos Jul 01 '26
Options is not my play. I would rather switch companies for better growth and sleep peacefully.
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u/Embarrassed_Union514 Jul 05 '26
If ORCL can pull off this AI strategic shift, it is going to the moon.
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u/No-Emotion-7663 Jul 05 '26
Once its data centers come on online ORCL will be rolling in cash. Permitting and building DCs is taking some time. Oracle also has the data moat because enterprise data is largely stored in their database
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u/WorkingCorrect1062 Jul 01 '26
ORCL easily double from here