I think you guys missed an important point here

来源: 2025-09-10 17:51:01 [博客] [旧帖] [给我悄悄话] 本文已被阅读:

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