To The Moon

$Oracle(ORCL)$ Another 88 million contract. No one cares. But they will.

Many, I mean many good clients from $Amazon.com(AMZN)$  AWS have moved away to $Oracle(ORCL)$  OCI. And many are moving away from GCP. For $Alphabet(GOOGL)$ , luckily their GCP revenue comes from its own products. Their cloud offering is very bad interms of performance, security, and high availability.

It would be incredible if Trump announced a direct US investment of $5 to $10 billion in $Oracle(ORCL)$ , like they did for INTC.

$Oracle(ORCL)$  Technical flows indicate a marked sectoral rotation with ORCL.

$Oracle(ORCL)$ Entering beast mode, the $165 bull rally has improved vision and clarity.

For long-term investors with a multi-year horizon: Many analysts believe $Oracle(ORCL)$  still has growth runway and strong cloud/AI positioning. Current prices could offer a discount relative to long-term targets. A buy-and-hold strategy could benefit if $Oracle(ORCL)$  captures cloud market share.

Many investors don't understand that $Oracle(ORCL)$  makes billions. Other companies make millions, but this one makes billions.

$Oracle(ORCL)$  $SUPER MICRO COMPUTER INC(SMCI)$  is set to make substantial profits from AI servers, as every major company is building its own AI data center – for your information.

AI is the answer. $Oracle(ORCL)$  is a part of the answer. The question is still up in air.

Oracle's forward P/E looks remarkably low within the sector. Compared to peers, Oracle $Oracle(ORCL)$  sits around 23.4x. $Palantir Technologies Inc.(PLTR)$  shows 227x, $Advanced Micro Devices(AMD)$  63.9x, $Tesla Motors(TSLA)$  277x, $NVIDIA(NVDA)$  39x, $Apple(AAPL)$  34x, $Amazon.com(AMZN)$  33x, $Alphabet(GOOGL)$  31x, $Microsoft(MSFT)$  30x,