Oracle is currently a classic Buy-the-Dip candidate
If a 500+ billion pipeline doesn't impress anyone
The market hates upfront investment but loves the margins later!
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Oracle is building an exceptionally large, long-term secured pipeline worth over 500 billion USD through its AI and cloud business, and it is precisely these contractually secured workloads that are driving the high investments in infrastructure today. The market is currently focused almost solely on capex and debt, while overlooking the fact that there is a scalable cloud model behind it with high switching costs and potentially very stable cash flows. It becomes particularly exciting when considering OpenAI and the Stargate project: OpenAI...
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