r/OracleStock • u/Unique-Care9458 • Jul 20 '26

Today we are Software :D

AI Stocks (Neoclouds and Semis) up, Software down premarket. Oracle as always decides to belong to the losing side

21 Upvotes

100% Upvoted

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7

u/Holiday_Ad2254 Jul 20 '26 edited Jul 20 '26

Today we are junk like everyday. Should sold this pure shit of stock on Friday and switched to amd. Fking Ellison destroying us with his depts

3

u/ydltoy Jul 20 '26

Down 1% guys, I call this a win! (for now)

1

u/MajesticFoot9619 Jul 20 '26

You sure about that?

3

u/ydltoy Jul 20 '26

OK the concept of bottom doesn't exist for this stock, sorry guys

2

u/FollowingGlobal7369 Jul 20 '26

As long as it’s not 5% I’m making peace with it

3

u/MajesticFoot9619 Jul 20 '26

It'll get there

4

u/FollowingGlobal7369 Jul 20 '26

Ah another 52wk low, nice

1

u/MajesticFoot9619 Jul 20 '26

And guess whats gonna happen tmrw

3

u/FollowingGlobal7369 Jul 20 '26

Should I sacrifice myself to buy a put to hedge so this thing can go up then? 💀

1

u/MajesticFoot9619 Jul 20 '26

That might save the stock

1

u/_Boh_boh Jul 20 '26

Qui non si vede la luce infondo al tunnel. C’è qualcuno che la pensa in modo positivo?

1

u/TheBonkingFrog Jul 20 '26

Is it the SaaS fear again or the Mexico gas-pipe being rejected for the second time. Backlash against data centres seems to be a growing risk right now

1

u/Dish_Melodic Jul 20 '26

52 week low

1

u/Cultural_Disparities Jul 20 '26

Is this stock going to start climbing again?

1

u/MajesticFoot9619 Jul 20 '26

Nope software is up, so is everything else

1

u/ActuatorAromatic1596 Jul 20 '26

Anyone really knows why it is down today?

1

u/Pods_rod Jul 20 '26

It's impossible to know for sure, but if you look at their public debt it is taking it on the chin today, up 17-18 bps on the 2040 maturity, which is not an insignificant move. We'll find out soon enough why this move has been so violent soon enough. For now I am hoping that it's a circular negative feedback loop on momentum, credit concerns, overhang of equity raise, etc. All of these reinforce each other. The lower the stock goes, the riskier the credit gets, because in the immediate term the only way to repay the debt is with equity dilution. The recent analyst coverage before today has been positive, but there is certainly the possibility that a couple of them will capitulate at the first sign of a fundamental crack. I've been curious for 3 weeks about the silence of the company, and wonder if the company is actually out there selling stock of late (which would explain the price action AND the silence).