Tom Nash on Oracle (ORCL): the quotes, dated.
5 dated quotes about Oracle stock (ORCL), selected from 71 of the 72 Tom Nash 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, 2026-10-23
- $126.16
- Price since the first forecast, Feb 20, 2026
- -14.8%
- S&P 500 (SPY), same period
- +10.2%
- vs the S&P 500
- -25.0 pp
- Latest stance, May 15, 2026
- Risk acknowledged
- Mentions found
- 66 in 15 of 71 videos
The short version
In September 2025 Tom Nash said many large companies were not yet on the cloud and that Oracle was going to get the vast majority of them. In February 2026 they ranked Oracle second among cloud providers, noting it held only 3% of the market but calling it a massive potential. In March 2026 Tom Nash said Oracle traded at 18 times sales against an average of 31.6, a 43% discount. In May 2026 they described MongoDB and Oracle as database names too critical for AI to leave out of a portfolio, and later that month questioned whether Oracle could convert its database business into the cloud.
Summary of the quotes on this page. Updated .
What Tom Nash said last · May 15, 2026
Risk acknowledged
“Therefore, is where we have the question mark. Can Oracle convert its database business into the cloud?”
Bullish call · Price fell
The price fell since the first bullish quote.
ORCL from to . Price movement, not the creator’s realized return.
Price up since 0 of 5 quotes · Stock ahead of SPY: 0 of 5
Leaderboard result: Lagged the market (6 months, → ). Scored from the first close after the video, . How it is scored
Tom Nash’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 is trading at 18 times sales versus the average of 31.6. That's a 43% discount.
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 · 2025-08-11 → 2026-10-23 · 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 |
| 2026-10-23 | $126 |
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 · 2025-08-11 → 2026-10-23 · 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 |
| 2026-10-23 | $126 |
What Tom Nash said, when
- 1
— Mention
6:58 “We have mass amounts of massive companies who are not on the cloud yet and Oracle is going to get the vast majority of them.”
In a video asking whether it was too late to buy Oracle after a 30% spike, he argued that Oracle is no longer just a database provider but a cloud provider with a large base of existing clients.
- 2
— Named as a pick
10:59 “Number two is going to be Oracle. Now, Oracle only holds 3% of this market. That's it. It's not even on this list. But Oracle is a massive potential.”
He was ranking cloud providers as investment opportunities, placing Oracle second.
- 3
— Valuation view
8:52 “Oracle is trading at 18 times sales versus the average of 31.6. That's a 43% discount.”
He was discussing companies that he said were trading at discounts to their historical average valuations.
- 4
— Named as a pick
13:58 “We have MongoDB and Oracle, the biggest database monsters that you cannot leave out of your portfolio because they're so critical for the AI mission.”
He was going through layers of the AI stack, starting with the database business.
- 5
— Risk acknowledged
21:10 “Therefore, is where we have the question mark. Can Oracle convert its database business into the cloud?”
He contrasted priced-in monopolies such as Google, TSMC and ASML with companies he saw as carrying open questions, including Oracle, AMD and Micron.
No quote added since · 18 later videos from Tom Nash · covers videos through
Other creators on ORCL
- Adam KhooAvoid-16.1%
More from Tom Nash
All 15 companies →- Arista ANETBuying the dip+30.0%
- Alphabet GOOGLNamed as a pick+5.6%
- Nvidia NVDABuying the dip+19.7%
- Palantir PLTRValuation view+49.7%
- AMD AMDMention+153.7%
- Bloom Energy BERisk acknowledged-21.0%
How to read this
Quotes are short excerpts from Tom Nash'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 2026-10-23. 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: 71 of 72 videos published since 2025-09-10 covered; 66 Oracle mentions found. Prices as of 2026-10-23.
Independent record — not affiliated with or endorsed by Tom Nash. Request a correction or removal