$Oracle(ORCL)$ I made an additional investment in Oracle Corporation (NYSE:ORCL) following Guggenheim’s reiteration of a Buy rating and $400 price target, naming it its “Best Idea” in the software sector. Despite market concerns over the company’s debt from building AI infrastructure, Oracle’s position as a leading provider of enterprise resource planning (ERP) software and AI solutions underscores significant long-term growth potential. I believe the firm’s strategic investments in AI will pay off over time, and the current market hesitation presents a compelling opportunity to increase exposure to a high-quality software leader.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 139.63 0 | +2.70% Holding |
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