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On May 21, 2026, I wrote here that I see the starting signal for the stock of Oracle and have increased my position. The timing was good; currently, the stock is about 20% higher. However, the Wednesday of truth is approaching, as Oracle will report on the last quarter on the evening of June 10, 2026. Then, several factors will be crucial: 1. Oracle should convincingly convey that OpenAI is committed to its $300 billion contract. An IPO of OpenAI or an entry by the U.S. government would improve financing security. A further increase in RPOs from...
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