$ORCL

Oracle情绪改善,被视为可能正在筑底,但未持有仓位。

《holy smaboly the market flip is fracking starting》
Meet Kevin发布 2026-10-06 · 4 段内容
1:03:39/ —打开原视频

逐段跳播

4 段内容

Oracle,我在大概 133 左右的时候判断它见底了,这不算真正的底,因为在那之前它还跌得更低。

Oracle, I called a bottom on this around like I don't know 133 or so, which wasn't like the dead bottom because before that it went down even lower.

好。然后我拿到了,或者说我觉得当人们看到 Oracle 真的见底时,会被震到。我之前判断底部在 130 多。它确实跌得比那更低。我判断的底部大概就在这条线附近,就在这条线下面一点。

在这之前,它确实跌得更低,但我不喜欢那个位置。所以公平地说,它在 114 的时候我并不喜欢。我现在对 Oracle 开始有点好感了。我一股都没持有,但我没有以前那么厌恶它了。

Okay. Then I've got the or I think people are going to get blown away when they see Oracle actually bottomed. Now, I called for a bottom around the 130s. It did get lower than that.

Like I called for a bottom around this line, just under this line right here. And before this, it did go lower, but I didn't like it over here. So, in fairness, I didn't like it at 114.

I kind of am starting to grow on Oracle a little bit. I don't own any, but I I'm like I'm not as I'm not as disgusted as I used to be.

那这会不会也带动像 Oracle 以及一些软件股这样的公司?我觉得会。

Now could that also pick up companies like Oracle and uh some of the software plays? I think so.

就在 9 月 11 日 Oracle 财报前后,我终结了数据中心接盘侠的论点,也就是在那种极度恐慌的时刻,我判断数据中心正在见底,并且实际上开启了硬件 2.0 的行情,那是在 9 月 11 日,也就是 9 月的第二周左右。

如果你回头看数据中心板块,看看我们现在相对当时的位置,回到这里,9 月 11 日就在 SpaceX 147 这个位置,从那里一路直上。我们操作了这个。Oracle 现在还在原地晃悠,9 月 11 日在哪里?

9 月 11 日就是这里这个红色的日子。这就是财报出来的时候,财报大概就在这附近出来的。所以在我看来,这是 Oracle 的一个底部标志。我们现在还在底部。所以我们还没有从那里走出来,但它对其他标的也是一个信号。

right around Oracle earnings on 911 I killed the data center bag holder thesis and that's when I called for around that peak fear time a data centers finding their bottom and actually enabling the hardware 2.0 rally that was back at the beginning like second week well September 11th so second or so week of um of September and if you look back at the data center place where we are relative to then so go back over here September 11th was right here on SpaceX 147 straight up from there we played this Oracle is still bobbing around where was September 11th September 11th was this red day right here.

This is when the earnings it came out somewhere right around here when the earnings came out. So, this was in my opinion a bottom marker for Oracle. We're still at the bottom. So, we haven't come off of that, but it was a signal to the other plays as well.

这个频道对 $ORCL 的历次判断

Meet Kevin 在这只股票上共 9 条判断,这里只列相邻的几条。

2026-10-06本条
Oracle,我在大概 133 左右的时候判断它见底了,这不算真正的底,因为在那之前它还跌得更低。
2026-10-02
那 Oracle 的信用违约互换呢?Oracle 的信用违约互换一直在上涨。
原话 10:42 ›
看完整历史 ›
美股听风