Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 9, 2026Fund LettersAziz V. HamzaogullariORCL Oracle Corporation Information TechnologyEnterprise Software Bull New York Stock ExchangeArtificial Intelligence, backlog, CapEx, Cloud computing, Enterprise software, Subscriptions
Jan 26, 2026Fund LettersJulien AlbertiniORCL Oracle Corporation Information TechnologyApplication Software Bear New York Stock ExchangeAI, CapEx, cloud, leverage, Software
Jan 26, 2026Fund LettersScott LaBrecheORCL Oracle Corp. Information TechnologySystems Software Bear New York Stock ExchangeAI infrastructure, CapEx, cloud, debt, Enterprise software
Jan 22, 2026Fund LettersFrank M. SandsORCL Oracle Corp. Information TechnologySoftware Bear New York Stock ExchangeBalance_Sheet, CapEx, cloud, Competition, growth, leverage, Partnerships
Jan 21, 2026Fund LettersDamon FicklinORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, backlog, cloud, Execution, valuation
Jan 18, 2026Fund LettersCharles K. BobrinskoyORCL Oracle Corporation Information TechnologySoftware Bull New York Stock ExchangeArtificial Intelligence, backlog, Cloud computing, Enterprise software, Platform Shift
Jan 16, 2026Fund LettersNick SchommerORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, cloud, hyperscale, infrastructure, Rpo
Jan 14, 2026Fund LettersThomas KüpferORCL Oracle Corp. Information TechnologyApplication Software Bull New York Stock ExchangeAI infrastructure, CapEx, cloud, Enterprise software, valuation
Jan 13, 2026Fund LettersSilas MyersORCL Oracle Corp. Systems SoftwareSystems Software Bull New York Stock ExchangeAI, cloud, Contracts, Databases, hyperscale, infrastructure
Jan 13, 2026Fund LettersSilas MyersORCL Oracle Corp. Information TechnologyApplication Software Bear New York Stock ExchangeAI, CapEx, Concentration, infrastructure, ROIC
Jan 12, 2026Fund LettersDan DavidowitzORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, backlog, cloud, Execution, valuation
Jan 8, 2026Fund LettersScott GoodwinORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock Exchangecloud, Database, Financing, infrastructure, Issuance
Jan 7, 2026Fund LettersJohn BaldiORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, CapEx, cloud, Margins, Risk
Nov 16, 2025Fund LettersOwen Fitzpatrick, Thomas Hynes, Jr, Brendan O’NeillORCL Oracle Corporation Information TechnologyApplication Software Bull NYSEAI, cloud, Contracts, Oci, visibility
Nov 9, 2025Seeking AlphaSeeking AlphaORCL Oracle Corporation -Software - Infrastructure Bull -AI, backlogs, Cloud computing, competitive position, Enterprise software, Margins, OpenAI, operational efficiency, Oracle, Revenue Growth
Nov 9, 2025Seeking AlphaSeeking AlphaORCL Oracle Corporation -Software - Infrastructure Bull -Cloud computing, cloud services, Enterprise software, margin expansion, market positioning, OpenAI, operational efficiency, Oracle, Revenue Growth, strategic contracts
Nov 6, 2025Seeking AlphaSeeking AlphaORCL Oracle Corporation -Software - Infrastructure Bull -AI demand, AI transition, cloud services, Enterprise software, growth opportunity, market perception, OpenAI commitment, Oracle, Order Backlog, stock surge
Nov 3, 2025Fund LettersOlivia TreharneORCL Oracle Corp. Information TechnologySoftware Bull NYSEAI, cloud, Contracts, enterprise, growth, recurring revenue, Software
Nov 3, 2025Fund LettersOlivia TreharneORCL Oracle Corp. Information TechnologySoftware Bull NYSEAI, cloud, Contracts, enterprise, growth, recurring revenue, Software
Oct 24, 2025Fund LettersTom PressORCL Oracle Corporation Information TechnologySystem Software Bull NYSEAI, backlog, buybacks, cloud, enterprise, growth, infrastructure, Margins, Partnerships, Software

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