Layout Classic v2 (beta)
s

seema 5.0 2 ideas

Loading…
Per mention Per thesis
ⓘ Each mention is one idea
No positions opened in the last 30 days
Oracle unjustly sold off, maintain.
Seema remains a believer in Oracle, maintaining her position because the stock was unjustly hurt due to over-concentration on OpenAI as a customer. Oracle has a strong balance sheet, diverse customer pipeline, and the ability to manage the business.
ORCL HIGH CNBC Apr 28, 21:17
Bullish on Microsoft, maintain.
Seema is a believer in Microsoft and maintains her position, expressing confidence in the company's AI positioning without providing a specific differentiated edge.
MSFT LOW CNBC Apr 28, 21:17
seema | 2 trade ideas tracked | YouTube | Buzzberg