Jul. 13 at 4:11 PM
This player continues to double down on
$ORCL.
Conviction is easy to talk about—adding to a position over time is where it really shows. Whether this proves to be the right move will depend on Oracle's continued execution in cloud infrastructure, AI demand, and enterprise software growth.
Also watching
$MSFT,
$AMZN,
$IBM, and
$CRM, as enterprise software and cloud infrastructure remain among the strongest long-term AI themes.
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