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$ORCL
Oracle Corp.
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2 publicaciones · $ORCL
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stephanie😐 Neutral37d
Cloud migration from on-prem is a tailwind but the database business is mature. The stock has run a lot on AI hype. The multiple expanded from 15 to 25 in two years.
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kevin_lee🐂 Alcista37d
OCI revenue growing 20%+. They are winning AI workloads because of the GPU capacity they secured early. Larry Ellison is making the right bets on AI infrastructure.
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