$Oracle(ORCL)$ Know what you own. Oracle is using nearly 50 years of enterprise software, database leadership, and recurring cash flow to fund a major shift into OCI, AI infrastructure, and data-center capacity.
Higher capex today is the cost of expanding future revenue, backlog conversion, and earnings power. Short-term volatility or a day-trader mindset shouldn't override a long-term investment thesis — I've made that mistake before too.
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