Raging Capital Ventures on X
@Ross__Hendricks @DratchCap @WarrenPies Equity is abundant even while absolute debt issuance skyrockets. I would think prudent capital allocators would tap the former… (see $GOOG, $ORCL as of late)
NYSE
ORCL
5 articles
$413B Market cap · 2026-08-24
@Ross__Hendricks @DratchCap @WarrenPies Equity is abundant even while absolute debt issuance skyrockets. I would think prudent capital allocators would tap the former… (see $GOOG, $ORCL as of late)
OpenAI “ARR” apparently run rating at $60 b, and (for the most part) they haven’t yet monetized their 1 billion weekly consumer actives. Bullish $ORCL. https://t.co/pBDIrTTAqV
OpenAI’s CFO Sarah Friar also on a media tour spreading the good cheer… bullish $ORCL https://t.co/oymK8c7nVc
Sam Altman said OpenAI’s revenue ramp is strengthening and its compute commitments may have been too conservative, a positive signal for OpenAI and Oracle.
I pitched $ORCL at $285 as a short last October at my conference. Now at $120 think it is intriguing as a long… https://t.co/8QB7O3VSoH
Letters that discuss ORCL.