Trade Call: Buying Oracle on a 30% Dip
2 months ago
Ben
"I bought the crash. Uh, hand up. I bought Oracle. I bought Oracle. I I I sold Disney finally and I bought Oracle. How much did they fall by? Uh, 30 something%."
The speaker expresses a clear trade call on Oracle (ORCL) by capitalizing on a roughly 30% decline. His rationale is that Oracle's fundamentals are too important to risk a prolonged crash, as exemplified by the comment on Larry Ellison's influence. This pullback is seen as an opportunity to buy into a stable tech giant amidst market volatility.
Scores
Alpha Potential
8.0/10
Novelty
7.0/10
Credibility
8.0/10
Timeliness
8.0/10
Overall
7.6/10
Sentiment
Bullish
Conviction
High
Tier
Trade Call
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Episode Information
Episode:
Is the AI Trade Over? | Animal Spirits 439
Source:
Animal Spirits
Published:
November 19, 2025
Idea Type:
Stock Idea