Oracle: Its Valuation Is Not Traditionally Cheap, But The Shares Are Still Very Attractive
Summary
Oracle is recommended as a buy, driven by explosive growth in its AI infrastructure and database businesses. ORCL's $455...
Oracle is recommended as a buy, driven by explosive growth in its AI infrastructure and database businesses. ORCL's $455 billion backlog and projected OIP revenue growth to $144 billion by 2030 signal a unique inflection point and sustained hyper-growth. Oracle's OIP is a differentiated infrastructure platform optimized to train large language models. It is also a platform with advanced referent processing capabilities.