Intelligent-Snow-930

If ORCL hits 270, it’s a ~15% pop from current levels, but the multiple’s still thin versus MSFT and AMZN. I’d watch backlog growth and enterprise spend trends before chasing.

Kinda torn here—feels like a bargain, but I’m nervous about the execution. Anybody else feel that whiplash between the headline price and the underlying momentum?

Holding ORCL; wait for 270 or trim now?

Market thinks MSFT is undervalued; buying pressure rising.

Everyone’s pointing to MSFT as the obvious buy-the-dip, but the earnings miss and guidance fade already priced in. If sentiment flips, it could be a quick pop, then sellers.

If MSFT is really cheap, why hasn’t the bid show up yet? Is this just another pop before a pullback?