Why Oracle ($ORCL) Looks Poised for Upside: A Bullish Case Post-TikTok Deal
By Allstocksnew
In a landmark move that could reshape the social media landscape, TikTok has finalized a deal to divest its U.S. operations to a joint venture led by American investors, with Oracle (ORCL) playing a pivotal role. Announced just days ago, this agreement sees Oracle joining forces with partners like Silver Lake and Abu Dhabi’s MGX, securing a significant stake in the new entity while addressing long-standing national security concerns. The deal, valued around $14 billion, is set to close next month and has already ignited investor enthusiasm, propelling ORCL shares up 7.39% to close at $193.34 on December 21, 2025.
But beyond the headlines, today’s option flow data paints an even more compelling picture of bullish sentiment building around Oracle. As traders digest the implications of this TikTok partnership—which positions Oracle as a key cloud and data management provider for one of the world’s most popular apps—the options market is flashing strong buy signals. In this article, we’ll break down the key metrics from today’s trading activity and make the case for why going long on $ORCL could be a smart play in the coming months
The TikTok Deal: A Game-Changer for Oracle’s Growth Trajectory
First, a quick recap on why this deal matters. TikTok’s parent company, ByteDance, has agreed to retain a minority 19.9% stake in the U.S. joint venture, with Oracle, Silver Lake, and MGX each holding 15%. This structure not only averts a potential U.S. ban but also entrusts Oracle with critical infrastructure responsibilities, including data hosting and security—leveraging its cloud expertise to ensure compliance with American regulations.
Analysts view this as a major win for Oracle, potentially boosting its cloud revenue stream amid intensifying competition from AWS and Azure. With TikTok boasting over 170 million U.S. users, the influx of data management needs could accelerate Oracle’s growth in AI-driven cloud services, a segment where the company has been investing heavily. This isn’t just a one-off boost; it’s a strategic foothold in the high-growth social media sector, which could lead to expanded partnerships and recurring revenue.
Decoding Today’s Option Flow: Bullish Bets Dominate
Turning to the options market, today’s activity post-market close underscores the optimism. Oracle saw a total volume of 857,780 contracts traded, with a clear skew toward calls—indicating traders are positioning for further upside.
Here’s a breakdown of the key trade analysis:
| Category | Calls | % of Calls | Puts | % of Puts | Total | % of Total |
|---|---|---|---|---|---|---|
| Traded at Bid or Below | 130,299 | 23% | 95,489 | 31% | 225,788 | 26% |
| Traded at Ask or Above | 171,685 | 30% | 73,709 | 24% | 245,394 | 28% |
| Between the Market | 252,876 | 45% | 133,722 | 44% | 386,598 | 45% |
| Total | 554,860 | 302,920 | 857,780 |
The call-to-put ratio stands at an impressive 1.83:1, a classic bullish indicator as more traders are betting on price increases via calls. Notably, calls traded at the ask or above (30%) outpaced those at the bid or below (23%), suggesting aggressive buying—traders willing to pay a premium to get in on the action. Conversely, puts showed the opposite: higher volume at the bid (31%) than ask (24%), implying sellers are initiating trades, which often signals waning bearish conviction.
Diving deeper into delta ranges, which reflect how in-the-money (ITM) or out-of-the-money (OTM) the options are:
| Delta Range | Calls | % of Calls | Puts | % of Puts | Total | % of Total |
|---|---|---|---|---|---|---|
| 0-20 | 206,537 | 37% | 151,758 | 50% | 358,295 | 41% |
| 21-40 | 174,653 | 31% | 93,389 | 30% | 268,042 | 31% |
| 41-60 | 86,291 | 15% | 35,484 | 11% | 121,775 | 14% |
| 61-80 | 54,966 | 9% | 14,630 | 4% | 69,596 | 8% |
| 81-100 | 32,413 | 5% | 7,659 | 2% | 40,072 | 4% |
Low-delta (0-20) options, often used for speculative bets on big moves, dominated with 41% of total volume. Calls in this range made up 37% of all calls, far outstripping higher-delta ITM options. This points to traders anticipating a continued rally, possibly driven by the TikTok momentum. On the put side, half the volume was in low-delta puts (50%), which could reflect protective buying or outright bearish speculation—but the overall call dominance tempers any downside fears.
The Broader Case for Long $ORCL
Combining the TikTok catalyst with this option flow, the setup for Oracle looks robust. The stock’s 7.39% surge today isn’t isolated; it’s backed by institutional interest, as evidenced by the deal’s investor lineup. Looking ahead, Oracle’s integration of TikTok’s operations could enhance its AI and data analytics offerings, positioning it as a go-to provider for regulated tech environments.
From a technical standpoint, ORCL has broken above key resistance levels, and with options implying volatility skewing bullish, momentum could carry it higher. Risks remain—geopolitical tensions or integration hiccups—but the option flow suggests smart money is betting on the upside.
If you’re considering a long position, focus on near-term calls or the stock itself. As always, do your due diligence, but the data today screams opportunity. Oracle isn’t just riding the TikTok wave; it’s steering it.
