Antonio Menditto
Italy
2m
🚀 Long-Term Growth Amplified — Oracle Leads the Charge In the past month, a number of signals have reinforced the trajectory this portfolio is built on: innovation, AI infrastructure, cloud dominance — and none more so than Oracle (ORCL). 📢 Oracle’s Latest Breakthroughs: • Oracle just clinched a massive $300 billion, 5‑year deal with OpenAI via Project Stargate, paving the way for huge cloud infrastructure deployment.  • Its first quarter estimates for Oracle Cloud Infrastructure (OCI) have been revised upward: expecting 77% growth this fiscal year and targeting $144 billion in cloud infra revenue by 2030.  • Remaining Performance Obligations (RPO) surged ≈ 359% YoY, showing demand locked in. Cloud + AI are driving the upside.  • Big capex push: over $3 billion committed for expanding AI cloud infrastructure in Europe (Germany + Netherlands), part of a global scale-up in data centers.  ⸻ 📊 Why this matters for long‑term investors (and why you might want to copy): • Adding ORCL gives exposure to one of the fastest‑accelerating cloud & AI stories in the portfolio. • It isn’t just hype: margins, infrastructure investments, and contract backlog (RPO) are all aligning. • Oracle’s performance is helping fuel the portfolio’s overall strength vs S&P 500 across the past 6‑12 months (thanks to AI/Cloud tilt + defensive and growth balance). ⸻ 🌍 Other portfolio strengths: • Major wins in TSM, META, MSFT in AI/Compute • Defensive & stable cash flows from JNJ, CAH, DGX • Consumer & luxury brand moats: RL, RACE, MCD, KO • Industrial/Defense exposure: GD, LMT, NOC, FLR adds global trend diversification ⸻ 🔁 Bottom line: If you want to ride the AI + cloud shift with someone who isn’t chasing fads, but building for decades — this is your window. 🔹 Copy now. Let time and compounding work in your favor.
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