Oracle Corporation
Investment Thesis
Oracle at $177.16 represents a compelling value entry after a 48% decline from September highs, with the stock trading at multi-month lows despite transformative strategic wins. The TikTok US deal positions Oracle as a critical infrastructure partner in a high-profile geopolitical asset, while European enterprise cloud adoption validates the multicloud thesis. With a $315B backlog and recognition as the fourth hyperscaler, current valuation prices in excessive pessimism relative to long-term AI infrastructure positioning.
Catalysts to Watch
TikTok deal revenue recognition, European cloud adoption metrics, Q3 earnings report, capital expenditure efficiency updates, credit rating agency decisions, OpenAI partnership developments
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]
Timeline
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