OK，will hold ORCL. They have increased FY26/27 projection

来源: 三心三意 于 2025-06-11 14:18:48 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (142 bytes)

If market correction comes, will buy more ORCL on weakness. The business fundamental is accelerating so no reason to reduce holdings.

所有跟帖： 

• 不喜欢这个公司，但是不和钱过不去，哈哈 -BrightLine- ♂ 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 06/11/2025 postreply 14:19:47

• 我也差点想换了。But 40% cloud growth in 26 and even higher in 27 -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (1932 bytes) () 06/11/2025 postreply 14:24:09

• 40％极好，哈哈 -BrightLine- ♂ 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 06/11/2025 postreply 14:25:08

• Larry: "StartGate potential is not fully included" -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 06/11/2025 postreply 14:36:34

• So growth could be even higher -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 06/11/2025 postreply 14:36:50

• 盘后涨了7% -CastlePines- ♀ 给 CastlePines 发送悄悄话 CastlePines 的博客首页 (0 bytes) () 06/11/2025 postreply 16:37:25

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