Oracle Corporation (ORCL): A Bull Case Theory 

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 $455 billion, up 359% year-over-year, with more than $300 billion added in just the last quarter....