$Oracle(ORCL)$ I recently added to my Oracle position, viewing it as a strategic investment into enterprise AI adoption. Despite RBC Capital lowering the price target to $195 and maintaining a Sector Perform rating, 2026 is expected to mark a turning point where AI benefits become more tangible for companies ready to integrate these technologies. Enterprise spending is stabilizing, with GenAI driving innovation in select sectors. While management remains cautious in early 2026 guidance, I see this as an opportunity to invest ahead of broader AI-driven growth in Oracle’s enterprise solutions.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 187.74 0 | +1.83% Holding |
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