John O'Connell, CFA Oracle ORCL-N PAST TOP PICK Sep 06, 2013

Trades at 26x PE and its last quarter was merely okay. He screwed up when he sold it and shares moved up after. He can't comment on this.

Taken to the woodshed this week, mainly due to Trump and Stargate last week. He's been buying this week. No one's brought their price targets down. Monday may have been difficult, but it's a great opportunity to put some cash to work.

Pivoted nicely the way MSFT and IBM did years ago. Fourth main player in the cloud, which gives them recurring revenue. Best at cross-selling.

They had a giant move after delivering great news, but now we're waiting for more great news. So, you have to wait till March 11 for their next report.

It reports Monday. A good software company that's become a great data centre company. But AI stocks have not traded the same since DeepSeek  late January. That said, he expects Oracle to say good things.

Oracle was a little late pivoting from hardware to software, but have very deep pockets so they now own #4 in cloud. He targets $207.

Selling off with general selloff in tech. Great CEO.

Has been beaten down along with anything related to data centres, but was up 3.27% today. Its multiple has compressed so much that the stock is now cheap.

They report Wednesday. The stock plunged after their last report, but has surprisingly bounced back. He expect good revenue growth this growth, driven by data centres.

Hasn't had a chance to look closely at yesterday's earnings. Stock's at a 52-week, if not all-time, high today. Looks interesting, given the cloud space it's in. Not expensive at 2x PEG, with forward PE of 29-30x. Earnings growth rate ~16%.

Technically, meets his criteria. 200-day MA is trending higher, and price is above that. High beta, volatile.

Is seeing billions in orders to build data centres. It popped 4% today, up over 31% this year.