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Posted by
Two Blokes Jun 28 -
Filed in
Stock
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5 views
Oracle's growth inflection is now a reality, driven by strong demand for OCI, cloud database, and applications, supporting a 20%+ revenue CAGR through 2030. Despite recent share appreciation and near-term free cash flow constraints from heavy capex, I see Oracle's current share price as an attractive long-term entry point. Oracle's competitive edge comes from superior price/performance in OCI, advanced AI-enabled databases, and multi-cloud partnerships with hyperscalers like AWS, Azure, and Google.
