• 慧思随行笔记慧思随行笔记
        ·08-21

        Does Oracle Still Have 76% Upside? 4 Key Takeaways from This Investment Sharing Session

        4 Key Takeaways from Tiger Brokers’ Offline Investment Sharing Session Yesterday, I attended an offline investment sharing session hosted by Tiger Brokers. There was a lot of information, so I’ve summarized the four points that I believe are most relevant to everyday investors. 1. Oracle: The AI Rally May Be Expanding from Chips to Infrastructure One set of Oracle data presented at the event really caught my attention. As of May 2026, Oracle’s RPO (Remaining Performance Obligations) had reached US$638 billion. Put simply, this represents contracted revenue that has already been signed and is expected to be recognized over time. This figure has surpassed Amazon’s US$496 billion and Google’s US$520 billion, and is approaching Microsoft’s US$678 billion. Yet as of August 14, Oracle’s market c
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        Does Oracle Still Have 76% Upside? 4 Key Takeaways from This Investment Sharing Session
      • 慧思随行笔记慧思随行笔记
        ·08-21

        Does Oracle Still Have 76% Upside? 4 Key Takeaways from This Investment Sharing Session

        4 Key Takeaways from Tiger Brokers’ Offline Investment Sharing Session Yesterday, I attended an offline investment sharing session hosted by Tiger Brokers. There was a lot of information, so I’ve summarized the four points that I believe are most relevant to everyday investors. 1. Oracle: The AI Rally May Be Expanding from Chips to Infrastructure One set of Oracle data presented at the event really caught my attention. As of May 2026, Oracle’s RPO (Remaining Performance Obligations) had reached US$638 billion. Put simply, this represents contracted revenue that has already been signed and is expected to be recognized over time. This figure has surpassed Amazon’s US$496 billion and Google’s US$520 billion, and is approaching Microsoft’s US$678 billion. Yet as of August 14, Oracle’s market c
        997Comment
        Report
        Does Oracle Still Have 76% Upside? 4 Key Takeaways from This Investment Sharing Session