CaesarAvgvstvs
$ORCL (Oracle Corporation) - One of my top picks for the next years. 🚀💲 ⚡Today Oracle is breaking out from its downward trend, after a ~60% drop from its 2025 peak. 🔷 The stock now trades at extraordinary forward P/E for its growth. 🔷 Last month Oracle delivered its best quarter in 15+ years: total revenue +22%, cloud revenue +44%, and Oracle Cloud Infrastructure (OCI) exploding +84% YoY, fueled by massive AI demand. 🔷The $553 billion remaining performance obligations (RPO) backlog provides exceptional revenue visibility—second only to Microsoft among hyperscalers—signaling years of strong growth as AI infrastructure ramps. 🔷Near-term capex and debt concerns created the dip, but the setup is compelling: accelerating cloud momentum, enterprise AI tailwinds, and a beaten-down valuation make this a hot deal for investors betting on Oracle's transformation into an AI infrastructure powerhouse. 🔷In short: Fear priced in. Growth accelerating. Lowest P/E In Years. ✅ $NSDQ100 $SPX500 $NVDA (NVIDIA Corporation) $PLTR (Palantir Technologies Inc.) $MSFT (Microsoft)
Not investment advice. The author may have financial interests in the mentioned instruments.