I made an additional investment in Oracle stock, viewing the recent dip as a strategic entry point. While Oracle reported a “lackluster print,” with only a modest 15% quarter-over-quarter improvement in RPO growth, the market focused on its ambitious capital expenditure plans. The company raised fiscal year 2026 capex guidance by $15 billion, totaling $50 billion, signaling aggressive data center expansion. Management reassures investors that Oracle is committed to maintaining an investment-grade credit rating and has multiple funding options. This disciplined growth approach, combined with strong fundamentals, makes the current pullback an attractive long-term opportunity.