Daniel Pronk on ORCL
Daniel Pronk on Oracle (ORCL): the quotes, dated.
7 dated quotes about Oracle stock (ORCL), selected from all 99 Daniel Pronk videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with ORCL’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- ORCL close, 2026-11-02
- $119.22
- Price since the first quote, Sep 12, 2025
- -59.2%
- S&P 500 (SPY), same period
- +14.4%
- vs the S&P 500
- -73.6 pp
- Latest stance, Dec 18, 2025
- Risk acknowledged
- Mentions found
- 114 in 12 of 99 videos
The short version
In September 2025 Daniel Pronk questioned Oracle's jump after earnings. They called the odds of Oracle collecting its $300 billion in obligations from OpenAI extremely low and said the stock's valuation had expanded massively. In October 2025 they described Oracle's $38 billion in debt for OpenAI data centers as speculation. In November 2025 they said this debt-funded buildout could leave Oracle in a risky position. In December 2025 they suggested that Oracle was obscuring growth in cloud operating expenses. They saw no reason to own Oracle over the cheaper Amazon. Later that month they said the market had woken up to the risks they had raised earlier.
Summary of the quotes on this page. Updated .
What Daniel Pronk said last · Dec 18, 2025
Risk acknowledged
“And what's interesting is I think the market has woken up to the risks with Oracle that I was discussing months ago, which is being reflected in Oracle share price dropping significantly and also companies like CoreWeave dropping along with them.”
No clear directional call
These quotes do not establish a clear bullish or bearish call.
ORCL from to . Price movement, not the creator’s realized return.
Price up since 0 of 7 quotes · Stock ahead of SPY: 0 of 7
Leaderboard result: Not scored (no clear directional call). How it is scored
Daniel Pronk’s price target and valuation calls on ORCL
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
Oracle's long-term historical average price to operating cash flow is somewhere around 20. So investors are clearly getting hyped up by this earnings report and they're bidding…
Valuation view
And to put it simply, I see absolutely no reason why, at least in my my opinion, why someone would own Oracle over Amazon, especially when Amazon is trading for a cheaper multiple.
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
ORCL · daily close, split-adjusted · 2025-08-13 → 2026-11-02 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $226 |
| 2025-09-30 | $281 |
| 2025-10-31 | $263 |
| 2025-11-28 | $202 |
| 2025-12-31 | $195 |
| 2026-01-30 | $165 |
| 2026-02-27 | $145 |
| 2026-03-31 | $147 |
| 2026-04-30 | $161 |
| 2026-05-29 | $226 |
| 2026-06-30 | $147 |
| 2026-07-31 | $130 |
| 2026-08-31 | $149 |
| 2026-09-30 | $137 |
| 2026-10-30 | $131 |
| 2026-11-02 | $119 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
ORCL · daily close, split-adjusted · 2025-08-13 → 2026-11-02 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $226 |
| 2025-09-30 | $281 |
| 2025-10-31 | $263 |
| 2025-11-28 | $202 |
| 2025-12-31 | $195 |
| 2026-01-30 | $165 |
| 2026-02-27 | $145 |
| 2026-03-31 | $147 |
| 2026-04-30 | $161 |
| 2026-05-29 | $226 |
| 2026-06-30 | $147 |
| 2026-07-31 | $130 |
| 2026-08-31 | $149 |
| 2026-09-30 | $137 |
| 2026-10-30 | $131 |
| 2026-11-02 | $119 |
What Daniel Pronk said, when
- 1
— Risk acknowledged
10:16 “But when you dig into the real numbers and into the data, I think the chances of Oracle actually realizing this $300 billion in remaining performance obligations from OpenAI is extremely low. I think there's a much larger chance that investors are going to be let down here.”
Discussing Oracle's 40% jump after earnings and whether OpenAI, which is projected to burn cash, can pay its $300 billion commitment to Oracle.
- 2
— Valuation view
10:45 “Oracle's long-term historical average price to operating cash flow is somewhere around 20. So investors are clearly getting hyped up by this earnings report and they're bidding up the stock and the valuation of this business has now expanded massively.”
Oracle's price to operating cash flow had risen to around 42 after the earnings report.
- 3
— Risk acknowledged
36:40 “If you're a company like Oracle, which is now going $38 billion in debt to build data centers for OpenAI, then you're expecting that your future revenue is coming from a business that will produce profits at some point in the future, which sounds a lot like speculation to me.”
Part of a discussion about speculation in AI spending and OpenAI's projected losses.
- 4
— Risk acknowledged
34:37 “And if a company like Oracle is building out a data center using debt because they have these commitments from OpenAI and then OpenAI maybe cannot raise more money in the next few years then that kind of leaves Oracle in a risky position.”
Discussing the so-called circular economy among AI companies and where the money for new commitments would come from.
- 5
— Risk acknowledged
20:48 “So I personally think that Oracle is trying to hide how much their cloud operating expenses are growing, especially with their cloud infrastructure revenue.”
Reviewing Oracle's quarterly income statement, which breaks out cloud and software revenue separately but groups their operating expenses together.
- 6
— Valuation view
25:17 “And to put it simply, I see absolutely no reason why, at least in my my opinion, why someone would own Oracle over Amazon, especially when Amazon is trading for a cheaper multiple.”
Oracle was described as trading at about 25 times operating cash flow, against about 19 times for Amazon.
- 7
— Risk acknowledged
27:57 “And what's interesting is I think the market has woken up to the risks with Oracle that I was discussing months ago, which is being reflected in Oracle share price dropping significantly and also companies like CoreWeave dropping along with them.”
Discussing the risk of relying on large commitments from OpenAI, a company that is losing money.
No quote added since · 82 later videos from Daniel Pronk · covers videos through
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How to read this
Quotes are short excerpts from Daniel Pronk's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is ORCL's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-11-02. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 99 of 99 videos published since 2025-09-10 covered; 114 Oracle mentions found. Prices as of 2026-11-02.
Independent record — not affiliated with or endorsed by Daniel Pronk. Request a correction or removal