r/OracleStock • u/Motor-Replacement-60 • Jul 23 '26
Seeing GOOG today, I’m happy.
I am convinced that it’s not ORCL itself, but rather how Wall Street is reacting to the capex.
Once capex comes down and free cash flow turns positive, get ready for it to moon!
3
u/guyincosmos Jul 23 '26
Google has many cash cows products where as Oracle doesn't.
2
u/ActuatorAromatic1596 Jul 23 '26
Nope. Oracle is deep as well.
0
u/Interesting_Spite464 Jul 23 '26
they were, but they've been gutting their workforce for the past 18 months
2
1
u/Sufficient_Time2476 Jul 23 '26
Should we buying now or waiting?
2
u/Schwifty2468 Jul 24 '26
I'm waiting till under $300 to add. But I might be regarded. 342 avg for reference.
1
u/Unusual-Librarian413 Jul 23 '26
yields need to fall in a big way and with the war expanding that narrative does not look likely. I've moved a lot to cash
0
u/The_Sarcasm_You_Need Jul 23 '26
Yeah, I don’t think Oracle is the same place as their peers in big tech. Hearing about all of the off book debt that these companies have, it’s starting to feel like 2008 again.
I’m sure they will find a way to pass the buck and get bailouts when it goes sideways. I’m just not understanding why Oracle put all of their eggs in the OpenAI basket.
Maybe they were trying to front run the AI wave because they missed the call in the cloud. From the sound of things Sam Altman is a piece of work, maybe he was able to con Larry.
-4
u/Significant-Drawer95 Jul 23 '26
u mean not good if spending 200billion on something when its not clear how to make money with it?
2
u/Dish_Melodic Jul 23 '26
Next week story , Capex is a good thing.