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Oracle: Froth Out, I'm In (Rating Upgrade)
Seeking Alpha· 2025-12-18 14:09
Back in September, I termed Oracle 's ( ORCL ) breathtaking pop into the $300s an "overshoot" while issuing a "Hold/Neutral/Avoid" rating on the technology giant, citing two significant risk factors associated with its aggressive push to become the 4th cloud hyperscaler and ORCL's stock overvaluation:"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently ...