I recently increased my position in Oracle due to its landmark partnership with OpenAI. The $300 billion cloud services agreement, starting in 2027, positions Oracle as a key provider of 4.5 gigawatts of annual computing power over five years, reinforcing its dominance in enterprise cloud infrastructure. The company’s planned $45–50 billion 2026 capital raise, through a balanced mix of equity and debt, strengthens its ability to fund this ambitious deal while maintaining financial flexibility. With long-term revenue visibility and strategic alignment with AI growth, Oracle presents a compelling investment opportunity for sustained value creation.