Oracle: Anthropic Surge Creates New Problems

Trapping ValueInvesting Group LeaderFollow5ShareSavePlay(9min)CommentsSummaryOracle faces significant existential risk amid the current LLM-driven AI surge, with recent results highlighting accelerating vulnerabilities.RPO surged 325% year-over-year to $553 billion, primarily from large-scale AI contracts.But ORCL's largest customer's moat has been destroyed, and ORCL will pay for that.Conservative Income Portfolio members get exclusive access to our real-world portfolio. See all our investments here » Getty Images In our previous coverage of Oracle Corporation (ORCL), we looked at the structure and setup of Oracle Corporation 6.5 DEP CUM SR D (ORCL.PR.D). Our broader view on ORCL has been that this is possibly theThis article was written byTrapping Value47.58K FollowersFollowTrapping Value is a team of analysts with over 40 years of combined experience generating options income while also focusing on capital preservation. They run the investing group Conservative Income Portfolio in partnership with Preferred Stock Trader. The investing group features two income-generating portfolios and a bond ladder. Trapping Value provides Covered Calls, and Preferred Stock Trader covers Fixed Income.

The Covered Calls Portfolio is designed to provide lower volatility income investing with a focus on capital preservation. The fixed income portfolio focuses on buying securities with high income potential and heavy undervaluation relative to comparatives. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.