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Diamond or Dud?

The weekly showdown where investors decide if controversial stocks are hidden gems or complete trash

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Diamond or Dud is for entertainment purposes only. AssetRoom does not provide financial advice. Figures collected prior to poll publication.
ORCL
Oracle Corp
Poll Ran
Dec 19 – Dec 29, 2025
P/E Ratio
33
Market Cap
~$518B
Fy26 Revenue Guidance
$67B
Fy25 Cloud Infra Growth
50%

What's your verdict on ORCL?

Here's how the community voted

19%
81%
💎 Diamond 💩 Dud
💎
Diamond Case
  • Signed $455B in cloud contracts (up 359% YoY) with OpenAI, xAI, Meta, NVIDIA, and AMD, including a $300B five-year OpenAI deal that’s the largest cloud contract in history.
  • Operating cash flow hit $20.8B in fiscal 2025 (up 12% YoY), demonstrating strong cash generation despite massive infrastructure investments.
  • Oracle offers 10 TB of free data egress per month (vs. AWS/Azure’s 100 GB) and charges 10X less than competitors after that, reducing vendor lock-in costs.
💩
Dud Case
  • Insiders sold 16.2 million Oracle shares over 18 months while buying only 5,980 shares.
  • Oracle’s largest data center partner Blue Owl refused to fund a $10B Michigan project in December 2025, citing “rising debt concerns”.
  • 60% of Oracle’s $455B backlog depends on OpenAI, which lost $11.5B in a single quarter (Q3 2025) and projects cumulative losses of $115B through 2029 before claiming it will turn profitable.
💎
Diamond Case
  • Signed $455B in cloud contracts (up 359% YoY) with OpenAI, xAI, Meta, NVIDIA, and AMD, including a $300B five-year OpenAI deal that’s the largest cloud contract in history.
  • Operating cash flow hit $20.8B in fiscal 2025 (up 12% YoY), demonstrating strong cash generation despite massive infrastructure investments.
  • Oracle offers 10 TB of free data egress per month (vs. AWS/Azure’s 100 GB) and charges 10X less than competitors after that, reducing vendor lock-in costs.
💩
Dud Case
  • Insiders sold 16.2 million Oracle shares over 18 months while buying only 5,980 shares.
  • Oracle’s largest data center partner Blue Owl refused to fund a $10B Michigan project in December 2025, citing “rising debt concerns”.
  • 60% of Oracle’s $455B backlog depends on OpenAI, which lost $11.5B in a single quarter (Q3 2025) and projects cumulative losses of $115B through 2029 before claiming it will turn profitable.
Read our AI summaries of ORCL's quarterly and annual reports

Discussion

This poll has closed. New comments cannot be added.

@sire_frugalman · 7 months ago (3 points)

I might be mad but I do think Oracle is interesting, although I'm not necessarily gagging to buy at the current price. Worst case you get a business throwing off cash with decades of history behind it. Could take a 50%-60% haircut if you go back to 2021ish prices.

BUT there's a tonne of potential upside if the AI gag turns out to be better than nonsense, plus with today's news, 15% of TikTok in the US.

👍 3 upvotes
@cattoginger · 7 months ago (2 points)

Agreed with this. It’s a solid business with mission critical tools that provide Oracle with pricing power and leverage in negotiations, and that all means it’s sticky and reliable. Just don’t want to overpay to get into it.

👍 2 upvotes
@sire_frugalman · 7 months ago (2 points)

"Just don't overpay" - how I ended up underexposed to tech for like 5 years 😂

👍 2 upvotes
@cattoginger · 7 months ago (2 points)

Ain't that the truth. It's difficult buying into tech because of this. Valuations got temporarily cheap around that 2023 time frame, but it's not like it was an obvious investment on just P/E ratio alone. I do regret not grabbing Netflix sooner when I could see they were pushing through price increases and no one around me was *actually* cancelling a subscription despite complaining.

👍 2 upvotes
@DiamondHandsMcgee · 7 months ago (3 points)

Fair play to the sales rep who closed the OpenAI deal getting a commission cheque larger than some nations GDP, but having that concentration of investment in a company that is burning cash and has entered a code red due to declining market share presents too much uncertainty here

👍 3 upvotes
@julienpa · 7 months ago (2 points)

Can't make up my mind if Oracle is just a somewhat quiet but solid business with a steady growth, or if it's a slow and legacy tech behemoth waiting to be disrupted on all their most profitable businesses. Competition is fierce and without the aura of MSFT or AMZN, I can see them start struggling quickly in the next 5-10 years.
If I'm being 100% realistic, I am sure they will be fine, but it is one of the least sexy tech company out there.

👍 2 upvotes
@stonemonkeys · 7 months ago (1 point)

At the current prices and with the current fluctuations olividalo (thats spanish for forget about it).

In this cycle bubble, im staying well clear!

👍 1 upvote
@paperteacup · 7 months ago (1 point)

The excel or tech stocks

👍 1 upvote
💬 8 comments

Share your vote. See who agrees.

$ORCL - Diamond or Dud?

💎 🟦🟦⬜⬜⬜⬜⬜⬜⬜⬜ 19%
💩 🟫🟫🟫🟫🟫🟫🟫🟫⬜⬜ 81%

https://www.assetroom.net/p/MYQh0M
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