I am buying ORACLE ( The stock worse than BTC)

u/Guard_Of_Gondor · Reddit — r/ValueInvesting · February 05, 2026 at 19:13 · 💬 7 comments  | View on Reddit ↗
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Original Reddit post

Author argues Oracle's 60% decline and $50bn debt load make it an attractive contrarian buy versus Bitcoin's drawdown.

ORCL — LONG The author is buying Oracle, framing its ~60% decline as worse than Bitcoin's ~40% drop from its all-time high. The mechanism is contrarian value: the market's negative reaction to Oracle's $50bn debt load has created an opportunity, since 'we cannot make money if there s no stupidity.' No explicit catalyst or time horizon is given, and the main stated risk is the debt burden itself.

I am buying ORACLE ( The stock worse than BTC)

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u/Guard_Of_Gondor Reddit r/ValueInvesting
Buy Oracle on debt-driven 60% selloff
The author is buying Oracle, framing its ~60% decline as worse than Bitcoin's ~40% drop from its all-time high. The mechanism is contrarian value: the market's negative reaction to Oracle's $50bn debt load has created an opportunity, since 'we cannot make money if there s no stupidity.' No explicit catalyst or time horizon is given, and the main stated risk is the debt burden itself.
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This Reddit post, published February 05, 2026, features u/Guard_Of_Gondor discussing ORCL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Guard_Of_Gondor  · Tickers: ORCL