We came across a bullish thesis on Oracle Corporation on Jordi Visser’s Substack. In this article, we will summarize the bulls’ thesis on ORCL. Oracle Corporation’s share was trading at $301.41 as of September 17th. ORCL’s trailing and forward P/E were 69.77 and 44.05 respectively according to Yahoo Finance.
Oracle’s latest earnings report delivered one of the most extraordinary signals yet of AI’s real-world adoption. The company’s Remaining Performance Obligations surged to...