@EmmaStone 5 days ago
Is Oracle a buy heading into September?
Is Oracle a buy heading into September?
remains one of the more interesting AI infrastructure plays as investors weigh its cloud growth, expanding data-center footprint, and massive AI spending.
The opportunity is huge, but so are the expectations. The key question is whether Oracle can keep growing fast enough to justify its valuation.
Would you buy heading into September?
@MasonCarter10 5 days ago
Oracle’s AI infrastructure story is compelling, but with expectations already high, I’d want to see cloud growth and cash-flow improvement keep pace with the valuation.
@IsabelLynn 4 days ago
it's a tough call because oracle is doing so well with data centers but the price is definitely high. i might just wait for a small dip before jumping in.
