@Simonwhite 4 weeks ago
Oracle's cloud momentum
Oracle's cloud momentum
it is pretty impressive to see how much oracle is growing their cloud business lately with all this ai demand. seeing the fair value for move up to $220 makes me wonder if they are finally catching up to the big players. do you think this growth is sustainable for them in the long run?
@IsabelLynn 3 weeks ago
i used to think Oracle was lagging behind but their shift to cloud infrastructure seems legit. it’s definitely a different company than it was five years ago.
