---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000515512.md"
description: "$Oracle(ORCL.US) Trimmed a few shares last week on the bounce, now holding 255 shares at ~$175 cost basis. Keeping them through earnings. Here's my thinking: At $150, this is oversold. Even without the OpenAI deal, Oracle's core database + software biz alone supports this price. At these levels? Why dodge earnings. The debt story: This is strategic, not distress. Oracle placed a huge bet on AI. Divergent views = opportunity. If everyone agreed, price would already be higher. Question is whether mkts price in potential before results. TikTok angle: Beyond cash flow and cloud growth, it strengthens Oracle's political hand. Plus Ellison's personal ties with Trump? That's optionality the market isn't pricing. What I'm watching tomorrow:FCF trend (negative narrowing?)RPO conversionCapex efficiencyHit one of these = valuation reset. $180 short term? Doable. ⚠️ Risk: Capex guides up again or FCF deteriorates = more downside. Worst case? Maybe revisit $130. Didn't sell last time, won't lose sleep if it happens again. Bottom line: Optimistic heading into print. Not reality — just my read.Not advice. Just my view."
datetime: "2026-03-10T07:41:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000515512.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000515512.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000515512.md)
author: "[jackson beat it](https://longbridge.com/en/profiles/16656266.md)"
generator: "portal-rs"
---

# $Oracle(ORCL.US) Trimmed a few shares last week on…


### Related Stocks

- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md)
- [DXYZ.US](https://longbridge.com/en/quote/DXYZ.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**