$Oracle(ORCL)$ I made an additional investment in Oracle (ORCL) following recent analyst commentary highlighting 2026 as a potential turning point for AI-driven enterprise growth. RBC Capital noted that while management remains cautious in early guidance, enterprise spending is stabilizing and certain sectors are showing recovery, particularly where GenAI adoption is accelerating. Oracle, with its strong enterprise positioning, stands to benefit as AI integration gains momentum. This investment reflects a strategic bet on the company’s capacity to capture emerging AI-driven demand while trading at a relatively attractive valuation despite the recent price target adjustment.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 188.18 0 | +1.42% Holding |
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