Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 30, 2025 | Fund Letters | Highwood Value Partners | ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO | Meta Platforms, Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI algorithms, digital advertising, Facebook, Instagram, social media, user engagement, Video Content | Login |
| Sep 30, 2025 | Fund Letters | Highwood Value Partners | ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO | Oracle Corporation | Information Technology | Software | Bull | NYSE | AI training, cloud infrastructure, Database, Enterprise software, hyperscaler, Magnificent 7, OpenAI | Login |
| Sep 30, 2025 | Fund Letters | First Eagle Global Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NASDAQ | AI infrastructure, Cloud computing, Database Software, Enterprise software, SaaS, technology | Login |
| Sep 30, 2025 | Fund Letters | Harbor Capital Appreciation Fund | ORCL | Oracle Corporation | Information Technology | Software | Bull | NYSE | AI, cloud infrastructure, cloud migration, Database, Enterprise software, OpenAI partnership, Software | Login |
| Sep 30, 2025 | Fund Letters | Carillon Eagle Growth & Income Fund | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI infrastructure, cloud infrastructure, Contract Signings, Enterprise software, growth, SaaS | Login |
| Sep 30, 2025 | Fund Letters | Fairtree Wild Fig Multi Strategy Hedge Fund | ORCL | Oracle Corporation | Information Technology | Software | Bull | NYSE | AI training, Bull, cloud infrastructure, Database, hyperscaler, OpenAI, Software | Login |
| Sep 30, 2025 | Fund Letters | AGT Partners | ORCL | Oracle Corporation | Information Technology | Software | Bull | NYSE | AI infrastructure, Artificial Intelligence, Cloud computing, Database Software, Enterprise software, hyperscaler, SaaS | Login |
| Sep 30, 2025 | Fund Letters | ACATIS Investment | ORCL | Oracle Corporation | Information Technology | Software | Bull | NYSE | AI infrastructure, Bull, Cloud computing, Database, hyperscaler, OpenAI, Software | Login |
| Sep 30, 2025 | Fund Letters | Airlie Australian Share Fund | ORCL | Oracle Corporation | Information Technology | Software | Bull | NYSE | AI infrastructure, Cloud computing, growth, hyperscaler, Software, transformation | Login |
| Sep 30, 2025 | Fund Letters | Mountain Vista Wealth Management | ORCL | Oracle Corporation | Information Technology | Software | Bull | NYSE | AI training, cloud infrastructure, Database, hyperscaler, Software, technology | 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 |
| Aug 27, 2025 | Fund Letters | James Cullen | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI, backlog, CapEx, cloud, Databases, infrastructure, Software | Login |
| Jul 31, 2025 | Fund Letters | Scott LaBreche | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | New York Stock Exchange | AI, backlog, cloud, datacenters, productivity, resilience, Software | Login |
| Jul 27, 2025 | Fund Letters | Aziz V. Hamzaogullari | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | New York Stock Exchange | cashflow, cloud, Margins, Software, Subscription | Login |
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