Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 22, 2025 | Fund Letters | Julien Albertini | ORCL | Oracle Corporation | Information Technology | System Software | Bull | NYSE | AI, backlog, buybacks, cloud, Margins, operating leverage | Login |
| Oct 22, 2025 | Fund Letters | Matt Hayner | ORCL | Oracle Corporation | Information Technology | System Software | Bear | NYSE | AI, backlog, cloud, concentration risk, Contracts, risk management, valuation | Login |
| Oct 22, 2025 | Fund Letters | Julien Albertini | ORCL | Oracle Corporation | Information Technology | System Software | Bull | NYSE | AI, backlog, buybacks, cloud, Margins, operating leverage | Login |
| Oct 22, 2025 | Fund Letters | Matt Hayner | ORCL | Oracle Corporation | Information Technology | System Software | Bear | NYSE | AI, backlog, cloud, concentration risk, Contracts, risk management, valuation | Login |
| Oct 21, 2025 | Fund Letters | Vimal Patel | ORCL | Oracle Corp. | Information Technology | System Software | Bull | NYSE | AI, backlog, cloud, Margins, Oci, Partnerships, Software | Login |
| Oct 17, 2025 | Fund Letters | Kathleen A. McCarragher | ORCL US | Oracle Corp. | Information Technology | Systems Software | Bull | NYSE | AI, cloud, growth, Margins, Partnerships, Software, valuation | Login |
| Oct 16, 2025 | Fund Letters | Damon Ficklin | ORCL | Oracle Corp. | Information Technology | System Software | Bull | NYSE | AI infrastructure, backlog, cloud migration, operating leverage, recurring revenue | Login |
| Oct 16, 2025 | Fund Letters | Nick Schommer | ORCL US | Oracle Corp. | Information Technology | Systems Software | Bull | NYSE | AI, cloud, growth, infrastructure, Margins, Software, valuation | Login |
| Oct 15, 2025 | Fund Letters | Maya Bittar | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI, cloud, Contracts, enterprise, growth, Margins, Oci, recurring revenue, Rpo | Login |
| Oct 12, 2025 | Fund Letters | Nick Griffin | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI, backlog, cloud, Database, growth, hyperscaler, infrastructure, Oci | Login |
| Oct 9, 2025 | Fund Letters | John Baldi | ORCL | Oracle Corp. | Information Technology | Systems Software | Bull | NYSE | AI, cloud, enterprise, growth, Margins, recurring revenue, Software | Login |
| Oct 7, 2025 | Fund Letters | Silas Myers | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI, cloud, EPS growth, hyperscale, infrastructure, Oci, Rpo | Login |
| Oct 1, 2025 | Fund Letters | Peter Bourbeau | ORCL US | Oracle Corp. | Information Technology | Systems Software | Bull | NYSE | AI, cloud, FCF, growth, infrastructure, Margins, Software, valuation | Login |
| Oct 1, 2025 | Seeking Alpha | Seeking Alpha | ORCL | Oracle Corporation | - | Software - Infrastructure | Bull | - | AI ecosystem, AI technology, backlog orders, Cloud computing, Enterprise software, financial commitments, growth driver, market positioning, OpenAI, Oracle Corporation | Login |
| Sep 25, 2025 | Seeking Alpha | Seeking Alpha | ORCL | Oracle Corporation | - | Software - Infrastructure | Bull | - | AI, backlog growth, cloud infrastructure, database management, Enterprise software, financial projections, hyperscaler, OpenAI, Oracle Corporation, strategic deals | Login |
| Sep 16, 2025 | Substack | Rijnberk Invest Insights | ORCL | Oracle Corporation | Technology | Software - Infrastructure | Bull | - | AI inferencing, AI partnerships, capital expenditure, Cloud computing, Customer concentration, debt management, financial health, market positioning, Oracle Cloud Infrastructure, RPO growth | Login |
| Sep 13, 2025 | Seeking Alpha | Seeking Alpha | ORCL | Oracle Corporation | - | Software - Infrastructure | Neutral | - | AI enterprise solutions, AI IT spending, CapEx program, cloud infrastructure, debt levels, ERP systems, financial risks, market position, OpenAI partnership, Oracle Corporation | Login |
| Sep 10, 2025 | Seeking Alpha | Seeking Alpha | ORCL | Oracle Corporation | - | Software - Infrastructure | Bull | - | backlog growth, Cloud computing, cloud services, contract wins, enterprise IT, Oracle Cloud Infrastructure, Oracle Corporation, Revenue Growth, Strategic Partnerships, strong buy | Login |
| Sep 1, 2025 | Seeking Alpha | Seeking Alpha | ORCL | Oracle Corporation | - | Software - Infrastructure | Bull | - | AI infrastructure, cloud services, competitive positioning, expansion, growth strategy, market demand, Oracle, risk-reward profile, strategic focus, technology sector | Login |
| Aug 27, 2025 | Fund Letters | Julien Albertini | ORCL | Oracle Corporation | Information Technology | Software - Infrastructure | Bull | NYSE | AI, cloud, enterprise, Recurring, Software | Login |
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