Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Oct 22, 2025Fund LettersJulien AlbertiniORCL Oracle Corporation Information TechnologySystem Software Bull NYSEAI, backlog, buybacks, cloud, Margins, operating leverage
Oct 22, 2025Fund LettersMatt HaynerORCL Oracle Corporation Information TechnologySystem Software Bear NYSEAI, backlog, cloud, concentration risk, Contracts, risk management, valuation
Oct 22, 2025Fund LettersJulien AlbertiniORCL Oracle Corporation Information TechnologySystem Software Bull NYSEAI, backlog, buybacks, cloud, Margins, operating leverage
Oct 22, 2025Fund LettersMatt HaynerORCL Oracle Corporation Information TechnologySystem Software Bear NYSEAI, backlog, cloud, concentration risk, Contracts, risk management, valuation
Oct 21, 2025Fund LettersAirlie Australian Share FundADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQAd Targeting, Artificial Intelligence, capital expenditure, cash flow generation, data centers, digital advertising, revenue per user, social media, technology infrastructure, user engagement
Oct 21, 2025Fund LettersVimal PatelORCL Oracle Corp. Information TechnologySystem Software Bull NYSEAI, backlog, cloud, Margins, Oci, Partnerships, Software
Oct 17, 2025Fund LettersKathleen A. McCarragherORCL US Oracle Corp. Information TechnologySystems Software Bull NYSEAI, cloud, growth, Margins, Partnerships, Software, valuation
Oct 16, 2025Fund LettersDamon FicklinORCL Oracle Corp. Information TechnologySystem Software Bull NYSEAI infrastructure, backlog, cloud migration, operating leverage, recurring revenue
Oct 16, 2025Fund LettersNick SchommerORCL US Oracle Corp. Information TechnologySystems Software Bull NYSEAI, cloud, growth, infrastructure, Margins, Software, valuation
Oct 15, 2025Fund LettersMaya BittarORCL Oracle Corporation Information TechnologySystems Software Bull NYSEAI, cloud, Contracts, enterprise, growth, Margins, Oci, recurring revenue, Rpo
Oct 12, 2025Fund LettersNick GriffinORCL Oracle Corporation Information TechnologySystems Software Bull NYSEAI, backlog, cloud, Database, growth, hyperscaler, infrastructure, Oci
Oct 9, 2025Fund LettersJohn BaldiORCL Oracle Corp. Information TechnologySystems Software Bull NYSEAI, cloud, enterprise, growth, Margins, recurring revenue, Software
Oct 7, 2025Fund LettersSilas MyersORCL Oracle Corporation Information TechnologySystems Software Bull NYSEAI, cloud, EPS growth, hyperscale, infrastructure, Oci, Rpo
Oct 1, 2025Fund LettersPeter BourbeauORCL US Oracle Corp. Information TechnologySystems Software Bull NYSEAI, cloud, FCF, growth, infrastructure, Margins, Software, valuation

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