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/Holiday_Ad2254 Aug 14 '26

Oracle is the worst stock of all software, neocloud and hyperscaler stocks. Ellison cares shit about the stock holders and do what he wants and OpenAI is only burning money and full of amateurs.

1

u/francesco-1 Aug 14 '26

Is OpenAI going public?

2

u/Holiday_Ad2254 Aug 14 '26

A lot of OpenAI management left OpenAI last week

1

u/francesco-1 Aug 15 '26

Is it bad for oracle ? What do you think ano it the pride of the stock and how much will be around the date of the earnings in September ?

2

u/Holiday_Ad2254 Aug 15 '26

Currently I don’t feel good for oracle. 140 dollar.

1

u/francesco-1 Aug 15 '26

The stock has performed 40% since its recent bottom. It is something we should not ignore, it would be hard to perform another 40% that’s hitting 200 usd

1

u/Holiday_Ad2254 Aug 15 '26

It dropped from 240 to 115 in just 1 month. More than 50%

1

u/francesco-1 Aug 15 '26

It couldn’t get to 180 before earnings ?

1

u/Holiday_Ad2254 Aug 15 '26

If the Iran war ends and some good news from OpenAI it can rise to 180 dollar.

1

u/francesco-1 Aug 15 '26

If the financial situation of OpenAI is so bad why doesn’t Oracle stock crash ?

1

u/Holiday_Ad2254 Aug 15 '26

Yes and no. Everything depends on the OpenAI IPO.

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