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Posted by
Two Blokes Jun 20 -
Filed in
Stock
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4 views
Oracle is rapidly expanding data center capacity with a $25B capital outlay, positioning itself as a leading enterprise cloud and AI infrastructure provider. Enterprise adoption of GenAI and agentic AI is fueling massive data growth, driving strong demand for Oracle's cloud and autonomous database services. Despite justified premium valuation, I recommend patience and waiting for price weakness before building a position; I recently reduced my own holdings.
