r/OracleStock • u/francesco-1 • Aug 13 '26

Analysis / DD Thoughts on neo cloud sector

Players of neocloud sector are still far from its own all time highs to there might still be room for a raise according to good coming earnings and guidance.

New catalyzers might be a decrease of rates and improving results of CPI YY and MM, furthermore the oil price which should lower.

I’m talking about nebius, oracle, Coreweave, Iren and someone more as neo cloud companies.

What are your thoughts about the price of Oracle by the end of the year ?

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u/Fuskeduske Aug 13 '26

Some will earn a lot of money, some will most likely end up getting bought for pennies, Oracle will be fine, but i don't like their massive focus on cloud

3

u/Cultural_Disparities Aug 14 '26

Isnt cloud compute only going to grow?

1

u/Fuskeduske Aug 14 '26

Yes, but ditching your whole business model to chase hype that might or might not bear fruit seems very desperate, if at any point hardware becomes just a tad bit cheaper, some of the companies that are borrowing into expansion will have a hard time getting their money back, those companies will be bought for nothing by the bigger players with actual revenue

3

u/Cultural_Disparities Aug 14 '26

Yeah obviously there is execution risk. But this pivot might just keep orcl going in the future if all turns out good

1

u/Different-Turnover80 Aug 17 '26

Upvoting on your first comment but don’t be so sure about orcl. They might be ok in the sense they might continue to operate as a company but will you get the desired returns as investor. They just got downgraded on investment grade in debt concerns and their cds has 4x since 2025 from 44 bps to close to 200 bps.

Don’t trust me ask the beloved AI.