Oracle: The AI Infrastructure Juggernaut Hiding In Plain Sight

Steven Fiorillo41.23K FollowersFollow5ShareSavePlay(18min)CommentsSummaryOracle Corporation delivered a robust Q3, with 22% YoY revenue growth and cloud revenue now 52% of total, driven by AI infrastructure demand.ORCL's aggressive CapEx—up 127% YoY—has fueled an 84% YoY surge in cloud infrastructure revenue, positioning it as a key AI infrastructure player.Despite a weak balance sheet and negative free cash flow, ORCL’s $553B RPO and accelerating cloud growth underpin a bullish long-term outlook.ORCL trades at a discount to peers on forward earnings, with 44% projected EPS growth over two years and a compelling contrarian investment case. Mesut Dogan/iStock Editorial via Getty Images Oracle Corporation (ORCL) is in the middle of a massive bet as it's pouring capital into AI cloud infrastructure at a pace that would have been unthinkable a few years ago. ORCL’s This article was written bySteven Fiorillo41.23K FollowersFollowI am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, MSFT, GOOGL either through stock ownership, options, or other derivatives. 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. Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.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.