I think you guys missed an important point here

It does not really matter if ORCL can deliver 8x revenue promise. The reality is ORCL's previous reveuue projection was only $67B for 2026, and $165B by 2029. By this growth rate, ORCL's earning EPS would be $15 per share by 2029, for a PE of $21. 

Now, with this new deal, even if ORCL only delivers half of what is promised here, it would add significant revenue growth and far outpace the original $165B estimate by 2029

This is the root cause of this huge rally. The trading volume is 10x of its average trading volume

I see ORCL easily a $400+ in next 12 month, and $500+ in next 3 years. 

I will add to my holding at any major dip here, and not going to sell any of my existing shares

所有跟帖： 

• 據說他家要deliver 一半都不太可能,it requires a lot of work and building, -bogbog- ♀ (294 bytes) () 09/10/2025 postreply 18:03:33

• Even at half, that is 60B new revenue on top of the 165b -三心三意- ♂ (0 bytes) () 09/10/2025 postreply 18:05:10

• 他們應該deliver不了 -bogbog- ♀ (0 bytes) () 09/10/2025 postreply 18:05:35

• Big picture matters here. Anyway, I will add more on dip -三心三意- ♂ (0 bytes) () 09/10/2025 postreply 18:06:42

• 買dip應該沒問題。 CEO壓力大，需要畫幾年的大餅來推高股價 -bogbog- ♀ (0 bytes) () 09/10/2025 postreply 18:24:45