I added to my Oracle position as the market reacted sharply to what many called a lackluster print. While RPO improved 15% quarter-over-quarter, investor focus shifted to Oracle’s larger-than-expected capex plans, including a $15 billion increase for FY2026 to support data center expansion. Despite concerns about funding, management reaffirmed its commitment to an investment-grade rating and noted multiple financing options. I see the pullback as an opportunity to accumulate shares ahead of long-term cloud and AI infrastructure growth.
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- JustinCooper·12-15 23:07Long-term cloud growth looks solid, mate. ORCL's price is a steal! [得意]LikeReport