Ian Ainsworth Oracle ORCL-N DON'T BUY Oct 28, 2013

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.

Is in the sweet spot, AI, and giving excellent results. Momentum is there. All systems go. The only negative is its valuation, but its momentum trumps that.

People think of it as legacy databases and old technology. Slowly emerging as alternative player in the cloud. Joint Stargate project is exciting, includes $500B infrastructure push. Low base rate, so this pivot provides a revenue acceleration opportunity in cloud.