Head of digital assets research @VanEck_us. PM, VanEck Onchain Economy ETF ($NODE). Disclosures https://t.co/oN8RR1GzoJ https://t.co/kuyqdO3qgW
Cite asCryptoQuant has tracked the directional calls on ORCL by @matthew_sigel on X since Apr 2024: not yet scored on ORCL (as of Nov 11, 2026).
Other assets covered (42)
1 ORCL call on record, a thin history.
Relative view by default: fewer than 30 ORCL calls or days on record.
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 @matthew_sigel to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
$ORCL +10% intra day Reaffirmed FY30 revenue and EPS targets at investor day; said capex will peak in FY27-28 and step down in FY29. Expecting to turn FCF positive in fiscal 2H28 and then $30B+ in FY29 (much earlier than expected). External funding will be capped at $20B through FY30, excluding refinancing and on top of the $20B ATM in F1Q27 that already happened. Net debt to adj EBITDA to be <3.5x in FY29 with growth self funded from FY29 and beyond.
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