Jul. 26 at 4:45 PM
I was a naysayer on
$ORCL at
$300. At
$115, I’m changing my tune.
Just came out of an AI investor consortium and one thing stuck to all of us Street professors. When the chip frenzy eventually cools, what’s the next trade?
DATA.
Reminds me of the old
$CSCO days. Everyone chased the hardware building the internet until the infrastructure became plumbing. AI compute isn’t going away, neither is
$NVDA but eventually chips become part of the stack instead of the whole story.
The next battle is proprietary data, enterprise context, retrieval, security and governance. That’s where
$ORCL gets interesting. And on the unstructured side,
$BOX sits on the documents and institutional knowledge AI agents need.
Models change. Chips get faster. But AI without trusted data is just an expensive brain with nothing useful to remember.
The next leg of AI won’t just be compute. It’ll be data.
Y’all keep asking for long term picks. Buy low and just hold.
