Dec. 26 at 2:31 AM
$ORCL Must read for ORCL bulls:
https://finance.yahoo.com/news/forget-chips-oracle-wins-phase-183500461.html
The AI boom has moved from Phase 1 (buying chips) to Phase 2 (deploying infrastructure). While NVIDIA dominated the first stage, Oracle (ORCL) is winning the second by becoming AI’s "essential landlord."
Key Takeaways:
Infrastructure over Hardware: Oracle focuses on high-capacity data centers needed to run GPUs, rather than making the chips themselves.
Cloud Growth: Oracle Cloud Infrastructure (OCI) revenue rose 68%, with GPU-related sales up 177%.
Chip Neutrality: By selling its Ampere stake, Oracle signaled it will host any winning hardware, reducing technical risk.
Big Partnerships: Major deals with OpenAI, Microsoft, and TikTok validate its security and scale.
Outlook: Despite stock volatility, Oracle’s massive backlog and role as a utility provider for AI suggest long-term stability. Analysts maintain a "Moderate Buy" with high price targets.
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