$Oracle(ORCL)$ I added to my position in Oracle due to its strategic $300 billion cloud deal with OpenAI signed in September 2025. Oracle will provide OpenAI with 4.5 gigawatts of computing power annually over five years starting 2027, positioning it at the forefront of AI infrastructure. To support this growth, Oracle plans to raise $45–50 billion in 2026 via a balanced mix of equity and debt, including ~$20 billion in common shares. This capital raise underpins long-term execution while maintaining investment-grade debt, offering a strong foundation for future revenue and AI market expansion.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 144.68 0 | +0.01% Holding |
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