Time to Buy After the Shakeout? The Company is Also Focusing on AI Agents!
The shakeout at Oracle presents a buying opportunity.
Oracle is not just AI infrastructure; it also has a strong software business and is strategically focusing on AI agents for productivity enhancement!
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The news surrounding DeepSeek and the likely increased emphasis on efficient use of AI infrastructure led Oracle to plummet below $160 on January 27, 2025. Demand in the IaaS business could suffer. However, the race in AI is intensifying. If AI applications proliferate more quickly and more models are trained, along with increased inference, there remains a strong demand for Oracle. I believe the setback at Oracle has made the stock interesting again. The market overlooks that Oracle has a strong database and software business. If AI applications...
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