Shyon
07-09
I'm most bullish on $Oracle(ORCL)$ . While travel stocks like $Royal Caribbean Cruises(RCL)$ and $Booking Holdings(BKNG)$ are riding the post-COVID rebound, Oracle is building long-term value through AI and cloud infrastructure. Its cloud revenue grew 50% year-over-year, and a new deal could bring in $30 billion annually — proof it’s a major player in the AI boom.

Oracle has moved beyond legacy software, with global projects like the $6.5B Malaysia investment and Abu Dhabi’s Stargate. The stock is up over 40% YTD, and analysts keep lifting price targets, now eyeing $250. It’s clear the market is recognizing Oracle’s momentum.

$Uber(UBER)$ and $Rocket Lab USA, Inc.(RKLB)$ have promise, but Oracle is already delivering results. Its strong fundamentals, steady growth, and AI exposure give me confidence — and that’s why ORCL stays high on my watchlist.

@Tiger_comments @TigerStars

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