$Oracle(ORCL)$
Oracle’s 2026 bull case is becoming clearer as OCI growth continues to run materially faster than its legacy software business. This shows the cloud transition is real and gaining momentum. Oracle hosting TikTok US user data on its cloud is an important signal. It validates OCI at massive scale under intense regulatory scrutiny and highlights strong trust from governments and regulators. This positions Oracle as a credible cloud provider for high-performance and high-trust workloads, not simply a legacy software company trying to catch up.
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