Oracle: From Sentiment to Intrinsic Value Tranche

Saturday, Feb 7, 2026 9:23 am ET1min read
ORCL--

Oracle (ORCL) initially purchased as a short-term sentiment trade has seen a 30% price drop. The author has converted the original thesis to an intrinsic-value tranche, focusing on the company's underlying value rather than sentiment.

Oracle: From Sentiment to Intrinsic Value Tranche

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