I’m currently holding ORCL with an average cost around $128. I’ve been seeing mixed news and opinions about Oracle lately, so I’m trying to decide whether to continue holding for the long term or consider taking profit/reducing my position.
For those following ORCL closely, what are you watching right now in terms of earnings growth, cloud/AI demand, valuation, debt, and competition? Do you think the current risk/reward still makes sense for a long-term holder at a $128 cost basis?