To The Moon

I'm very bullish on Oracle's $Oracle(ORCL)$   flywheel right now. The way I see it, this cycle of OpenAI deals, Larry Ellison reinvesting, and Oracle's valuation climbing is more than just hype — it's a self-reinforcing growth loop. Once momentum like this gets going in the market, it often lasts much longer than skeptics expect, and I think Oracle is in the sweet spot to benefit from it.

For me, the most exciting part is Oracle's positioning in the AI boom. Nvidia $NVIDIA Corp(NVDA)$  may be the face of GPUs and Microsoft $Microsoft(MSFT)$   the software powerhouse, but Oracle is quietly becoming the backbone for AI infrastructure. OpenAI's massive GPU deal shows that the biggest players in AI view Oracle as a trusted partner to deliver at scale. That credibility is worth its weight in gold, and it gives me confidence this "flywheel" isn't slowing down anytime soon.

The speculation about Oracle taking a stake in TikTok just adds fuel to the fire. TikTok is one of the world's most influential consumer platforms, and pairing it with Oracle's enterprise strength could create a truly unique combination. For investors like me, that's the kind of narrative that drives not just short-term price spikes but also long-term re-rating of a company's growth profile.

I'm also less worried about regulatory risks than most. Oracle has already proven it can navigate U.S. politics and regulation better than expected — remember how it positioned itself as TikTok's U.S. partner before? If any company can thread the needle and turn a controversial situation into an opportunity, it's Oracle with Larry Ellison leading the charge. That confidence makes me lean even more bullish.

Am I bullish on Oracle's flywheel? Absolutely. I see it as one of the most powerful stories in the current AI cycle. Oracle is no longer just an old-school database company — it's reinvented itself as a core AI infrastructure provider, and that shift is only beginning to be priced into the stock. The upside from here could be huge if investors continue to buy into this narrative.

Will a TikTok stake boost Oracle's value? Without a doubt. Even the mere speculation has already created buzz, and if it materializes, it would cement Oracle's relevance across both enterprise and consumer ecosystems. I believe it would immediately push sentiment to new highs and give the stock another strong leg up.

As for whether it's too late to jump in — I don't think so at all. Yes, Oracle has already run, but when you're talking about trillion-dollar AI opportunities and the possibility of a TikTok tie-up, the runway ahead is still long. In my eyes, Oracle's flywheel is only just beginning to spin, and I'm more convinced than ever that this is the time to get on board.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

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