I recently added to my position in Oracle (ORCL), driven by its strategic partnership with OpenAI. The $300 billion cloud services deal, starting in 2027, positions Oracle as a key infrastructure provider for AI workloads, with 4.5 gigawatts of annual computing capacity over five years. While the planned $45–50 billion 2026 capital raise via a mix of equity and debt may create short-term dilution, it funds a transformative growth opportunity. I see long-term upside from Oracle’s strengthened market leadership in AI cloud services, making this an attractive entry for sustained growth exposure.
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