Oracle: Frankly, A Once In A Lifetime Opportunity

Andres Veurink1.89K FollowersFollow5ShareSavePlay(14min)CommentsSummaryOracle is rated a Strong Buy as the market undervalues its robust revenue visibility and accelerating cloud infrastructure growth.ORCL’s $638 billion in remaining performance obligations and 31% revenue CAGR guidance through 2030 underpin exceptional medium-term upside.The company’s AI-focused OCI Supercluster and partnership with Nvidia position ORCL as a leading provider for inference workloads, justifying premium pricing.Legacy high-margin businesses and strong cash flows support elevated CapEx and interest expense, mitigating concerns over aggressive data center investments. JasonDoiy/iStock Unreleased via Getty Images The Market Has Turned Its Back On Oracle Shares have plunged heavily since Oracle (ORCL) topped out at $328 back in September last year after it reported a massive order backlog increase along with an immense amount of revenue obligationsThis article was written byAndres Veurink1.89K FollowersFollowWith over a decade of institutional investment experience, I specialize in identifying growth opportunities at the intersection of technological disruption and macro-thematic energy shifts. I've spent the majority of that time at a hedge fund here in Rotterdam, working my way up as an analyst. My work reflects rigorous standards as I myself have a very high standard as to what I invest my money in. My primary coverage spans the technology sector—with a focus on SaaS and cloud infrastructure—and the energy and minerals markets. I tend to be very data and trend driven in my work, analyzing unit economics and supply chain gaps among a number of other often overlooked areas in business and industries.I find these offer incredible growth opportunities and are also very fun to research and follow. It's a very active space with plenty of news coming out each week. Work is my own thoughts and research is done only by myself.Analyst’s Disclosure: I/we have a beneficial long position in the shares of ORCL 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. 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.