I’ve made an additional investment in Oracle (ORCL) despite its recent “lackluster print,” which showed only a modest 15% quarter-over-quarter improvement in RPO growth, overshadowed by significantly higher-than-expected capital expenditure plans. The company raised its fiscal year 2026 capex guidance by $15 billion to $50 billion, fueling investor concerns over funding its data center expansion. However, management’s commitment to maintaining an investment-grade credit rating, along with access to multiple funding options, provides reassurance. I view this as a strategic long-term investment in Oracle’s cloud infrastructure growth, positioning for potential upside as expansion projects materialize.
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- keke006·2025-12-13Solid move! Cloud infra bets need patience, ORCL's playing the long game. [看涨]LikeReport