SullivanRrr
06-03

$Oracle(ORCL)$ The math is straightforward if you ignore the noise. They're deploying 10GW of data center capacity. Analysts estimate about $15 billion in revenue per 1GW. So Oracle should add around $150 billion in revenue by about 2029, and EBITDA could increase by roughly $80 billion. Bottom line, this stock is going a lot higher, not today or by Friday.

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