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Absolutely a buyer of Oracle, says G Squared's Victoria Greene
Youtubeยท2025-11-24 19:42

Oracle - Oracle shares have decreased by 23% this month but are still up 21% year-to-date [1] - The company is seen as a key player in the AI sector, with expectations that AI will drive growth [2] - Concerns about rising leverage are noted, but the company has experience managing debt and maintains a strong interest coverage ratio [3][4] - The weighted average cost of capital is 4.9%, and Oracle holds an investment-grade rating, indicating financial stability [4] Palantir - Palantir shares are up over 5% today but have dropped nearly 19% in November [5] - The company is recognized as a leader in AI software, with a year-over-year revenue growth of approximately 53% [6] - Palantir is securing government and commercial contracts, and its AI training programs are gaining traction [6] Robinhood - Robinhood shares are up more than 5% today but have fallen nearly 23% this month [7] - The platform is described as an "everything platform," with diverse revenue streams beyond cryptocurrency, including options and equities [8][9] - The company is modernizing its app and exploring prediction markets, which could enhance its trading capabilities [10] DoorDash - DoorDash shares are down 26% this month, despite strong third-quarter results [12] - Concerns are raised about the sustainability of growth in the face of increasing competition and the potential impact of AI on customer interactions [13][14] - The company faces challenges from competitors like Uber Eats and the risk of restaurants developing their own delivery systems [14]