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Oracle's AI Future: Undervalued Infrastructure
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Oracle's AI Future: Undervalued Infrastructure

Seeking Alpha·Esxeleryn Analytics·6 months ago
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#source#chevron#alpha#stock#seeking

Oracle's OpenAI backlog concentration, SMCI disruptions, and geopolitical threats to major data centers pose risks. See why ORCL stock is upgraded to strong buy.

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ORCL needs cloud partners and GPU alternatives

Reddit r/stocks·u/california_explorer·6 months ago
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#orcl#needs#partners#cloud#alternatives

Do you think ORCL needs to partner with more neocloud partners like coreweave and crusoe so they don’t bear the CAPEX alone? Doing so helps but would lower their margins and delay profitability.…

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OpenAI missed rev/user targets. $ORCL risk?

Reddit r/investing·u/alphapod-Ai·6 months ago
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#openai#orcl#missed#user#targets

WSJ says OpenAI missed internal rev and user targets, partly from Gemini/Anthropic competition. Reuters previously reported OpenAI’s $ORCL compute deal at $300B over \~5 years, or roughly $60B/year, starting in 2027.…

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