Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Jul 24, 2025 | Fund Letters | Nick Schommer | ORCL | Oracle Corp. | Information Technology | Consumer Finance | Bull | New York Stock Exchange | AI, cloud, Gpu, Rpo, Sovereign Deals | Login |
| Jul 23, 2025 | Fund Letters | Maya Bittar | ORCL | Oracle Corporation | Information Technology | Application Software | Bull | New York Stock Exchange | AI, backlog, cloud, enterprise, growth | Login |
| Jul 23, 2025 | Fund Letters | Owen Fitzpatrick | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | backlog, buybacks, cloud, infrastructure, Margins, Recurring, SaaS, Software | Login |
| Jul 22, 2025 | Fund Letters | Rahul Narang | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI, cloud, Databases, growth, Margins | Login |
| Jul 21, 2025 | Seeking Alpha | Polen Capital | ORCL | Oracle Corporation | Information Technology | Software - Infrastructure | Bull | NYSE | — | Login |
| Jul 19, 2025 | Fund Letters | Owen Fitzpatrick | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | backlog, buybacks, cloud, infrastructure, Margins, Recurring, SaaS, Software | Login |
| Jul 17, 2025 | Fund Letters | Charles K. Bobrinskoy | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | NYSE | AI, cloud, Databases, Margins, migration, Recurring, switching costs | Login |
| Jul 16, 2025 | Fund Letters | Damon Ficklin | ORCL | Oracle Corporation | Information Technology | Systems Software | Bull | New York Stock Exchange | AI infrastructure, cash flow, cloud migration, Databases, recurring revenue | Login |
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