Called $ORCL bullish on Jul 26, 2026: $ORCL rose 38% in 6 weeks.
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Long term investor Visionary Investor. Focused on technology and futurism. Stocks and crypto lover.
Cite asCryptoQuant has tracked the directional calls on O by @BagholderIQ on X since Aug 2025: not yet scored on O (as of Nov 12, 2026).
Other assets covered (53)
Relative view by default: Bag Holder IQ leans one way on 100% of days, so a softer or opposite tone stands out against their usual stance.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @BagholderIQ to submit corrections.
Called $ORCL bullish on Jul 26, 2026: $ORCL rose 38% in 6 weeks.
View call →Hover the chart to read the thesis of that period · click a day to pin it
One of those days when almost everything in my portfolio is green. $MSFT +4.85% $MCD +3.96% $BN +3.62% $BRK.B +1.47% $O +1.36% $WELL +0.88% $CTRE +0.90% Different sectors. Different businesses. Same philosophy. Buy quality businesses, understand what you own, be patient and let compounding do its thing.
View original →I think I’m finally understanding Buffett’s philosophy. Buy the business, not the stock. A falling share price doesn’t automatically make something cheap. A rising share price doesn’t automatically make it a better business. Focus on quality, competitive advantages, cash flow, management and intrinsic value. And above all, don’t overpay. Sometimes the best investment decision is doing nothing and waiting for the right price. $O $BRK.B
View original →I’m not saying AI isn’t the future. It absolutely is. But I’m increasingly uncomfortable with the valuations and risk in some of these high-flying AI stocks. I’ve taken a different route. More Berkshire, Welltower and CareTrust. I’d rather own quality businesses with strong balance sheets, cash flow and long-term demand behind them. You don’t have to chase every AI rally. There are plenty of opportunities elsewhere. $BRK.B $WELL $CTRE $O
View original →$27.50 Realty Income is reportedly eyeing VICI Properties at a premium, and this one's actually interesting. The math: 5.3% AFFO-per-share accretion through cost-of-capital arbitrage. $O borrows cheaper than VICI, buys the cash flows, pockets the spread. Classic REIT playbook. The strategy: VICI is the casino landlord — Caesars, MGM properties. It cuts O's tenant concentration problem and diversifies the rent roll away from retail and pharmacies. The timing: O just hit a 52-week low ($53.32 on Oct 7). Buying growth while your own stock is at the lows is either bold or desperate, the market hasn't decided yet. The income: $0.2715 monthly dividend still pays Oct 15. Q3 earnings Nov 2. The question: does the dividend king buying the casino landlord make O stronger — or is it empire-building at exactly the wrong moment?
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