Company dossier · ORCL
Oracle (ORCL)
One company. 2 voices on record. Follow each creator’s timeline to see the full context.
- Close · 2026-10-23
- $126.16
- Creators on record
- 2
- Dated quotes
- 9
The short version
In September 2025 Tom Nash argued that Oracle would win most large companies not yet on the cloud, and in February 2026 ranked it second among cloud providers as an investment opportunity. In March 2026 Tom Nash said Oracle traded at a 43% discount to its average sales multiple, and in early May 2026 called it a database name that could not be left out of a portfolio, though in mid-May 2026 they questioned whether Oracle could convert its database business into the cloud. Adam Khoo was wary: in February 2026 they said Oracle could be the most affected if OpenAI failed, citing high debt, and in July 2026 said Oracle looked 44% undervalued but they would not buy it because of its debt levels. These are dated public statements from the videos linked on the page, not a complete record or a recommendation.
Summary of the quotes on this page as of ; newer quotes are listed below.
Who said what?
Each result starts at the creator’s first directional forecast, or first quote if there is no forecast. Starting dates differ; compare the context as well as the numbers.
ORCL · Adam Khoo
Avoid“Why wouldn't I buy Oracle? Because when I look at the fundamentals, there are things that scare me. And the main thing…”
-16.1% Price went downsince first quote · 2026-02-262026-02-26 → 2026-10-23S&P +10.3%4 dated quotes · 9 mentionsOpen the receiptsORCL · Tom Nash
Risk acknowledged“Therefore, is where we have the question mark. Can Oracle convert its database business into the cloud?”
-14.8% Price went downsince first forecast · 2026-02-202026-02-20 → 2026-10-23S&P +10.2%5 dated quotes · 66 mentionsOpen the receipts
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