I’ve just added to my position in Oracle (ORCL), driven by strong conviction in its long-term AI and cloud potential. Guggenheim’s reaffirmation of a Buy rating with a $400 price target highlights the stock’s robust fundamentals. Oracle’s latest quarter showcased $553 billion in remaining performance obligations, up 325% YoY, underlining a massive pipeline of future revenue. With the current infrastructure investments poised to generate a “free cash flow waterfall” by fiscal 2029–2030, this stock represents a compelling combination of near-term stability and long-duration growth in the AI and cloud space.
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