📈 Oracle +27%! Is This the Next Big AI Winner?

Isleigh
09-10

$Oracle(ORCL)$  

Oracle just shocked Wall Street. Despite falling short on headline revenue and EPS, its stock surged over 27% after-hours—why? Because under the hood, something huge is brewing. 💥

The real story: Oracle's AI cloud business is booming. Contracted but not yet realized revenue has exploded to $455 billion, a jaw-dropping 359% YoY growth from just $138B last quarter. That’s not a fluke—it's a signal. 🚨

While others fight for AI dominance, Oracle is quietly becoming the 'arms dealer' of the AI race, thanks to its deep cloud infrastructure, database dominance, and growing enterprise demand. Think less hype, more contracts. 💼

🔮 What happens next? If this pace continues, Oracle could be re-rated as a top-tier AI play—similar to how Nvidia got revalued last year. Analysts may soon chase this new narrative with upgraded price targets.

✅ What I'm watching:

Continued backlog growth and realization in Q2/Q3

Partnerships with enterprise AI clients

Whether competitors like Microsoft or Snowflake start feeling pressure

💡 My take: This could be an inflection point for Oracle. It's no longer just a legacy software giant—it's morphing into an AI cash machine. Momentum is now on its side, and FOMO could drive the next leg up.

I'm not a financial advisor. Trade wisely, Comrades!

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  • Jo Betsy
    ·09-11
    Watch ORCL's margins; high growth may cut into them.
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  • Wade Shaw
    ·09-11
    Buy ORCL now; its AI cloud story's just taking off.
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  • Megan Barnard
    ·09-11
    ORCL's 359% RPO jump—can it convert to real growth?
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  • Enid Bertha
    ·09-11
    great company, and right now might be a litlle bit overpriced, as someone said before; this company belongs to the 280-300$ range.

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  • Merle Ted
    ·09-11
    350 today , place your bets! Lol Resistance at 380.
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  • AdamDavis
    ·09-11
    This surge feels like just the beginning for Oracle
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