$Oracle(ORCL)$ This selloff ha

$Oracle(ORCL)$ This selloff has likely priced in most of the AI bubble and debt concerns. I think the downside is limited now, and I'm still confident ORCL can finish above $250 this year.

Before the AI boom started to take off in 2024, Oracle was trading around $125–130. The recent price action has essentially reset the stock to its mid-2024 levels, as if none of the subsequent developments occurred.

Revenue has nearly doubled.

Cloud revenue has seen strong growth for multiple quarters.

AI demand has exploded.

There's a $638B backlog from AI customers, including OpenAI.

Some AI infrastructure is already built and ready to convert into revenue.

The market seems to be pricing Oracle as if none of this exists, which is why it looks extremely undervalued from my perspective.

It's worth noting this stock can be just as volatile on the upside. It jumped $60 in just three trading days back at the end of May, moving from $190 to $250. Markets are often driven by sentiment.

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I think the downside is limited now, and I'm still confident ORCL can finish above $250 this year.\nBefore the AI boom started to take off in 2024, Oracle was trading around $125–130. The recent price action has essentially reset the stock to its mid-2024 levels, as if none of the subsequent developments occurred.\nRevenue has nearly doubled.\nCloud revenue has seen strong growth for multiple quarters.\nAI demand has exploded.\nThere's a $638B backlog from AI customers, including OpenAI.\nSome AI infrastructure is already built and ready to convert into revenue.\nThe market seems to be pricing Oracle as if none of this exists, which is why it looks extremely undervalued from my perspective.\nIt's worth noting this stock can be just as volatile on the upside. It jumped $60 in just three trading days back at the end of May, moving from $190 to $250. Markets are often driven by sentiment.\n<img src=\"https://community-static.tradeup.com/news/80bc54fe641149e38b360ecb0a089d0e\" tg-width=\"1536\" tg-height=\"1024\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a>This selloff has likely priced in most of the AI bubble and debt concerns. I think the downside is limited now, and I'm still confident ORCL can finish above $250 this year.\nBefore the AI boom started to take off in 2024, Oracle was trading around $125–130. The recent price action has essentially reset the stock to its mid-2024 levels, as if none of the subsequent developments occurred.\nRevenue has nearly doubled.\nCloud revenue has seen strong growth for multiple quarters.\nAI demand has exploded.\nThere's a $638B backlog from AI customers, including OpenAI.\nSome AI infrastructure is already built and ready to convert into revenue.\nThe market seems to be pricing Oracle as if none of this exists, which is why it looks extremely undervalued from my perspective.\nIt's worth noting this stock can be just as volatile on the upside. It jumped $60 in just three trading days back at the end of May, moving from $190 to $250. Markets are often driven by sentiment.\n<img src=\"https://community-static.tradeup.com/news/80bc54fe641149e38b360ecb0a089d0e\" tg-width=\"1536\" tg-height=\"1024\"></body></html>","text":"$Oracle(ORCL)$ This selloff has likely priced in most of the AI bubble and debt concerns. I think the downside is limited now, and I'm still confident ORCL can finish above $250 this year. Before the AI boom started to take off in 2024, Oracle was trading around $125–130. The recent price action has essentially reset the stock to its mid-2024 levels, as if none of the subsequent developments occurred. Revenue has nearly doubled. Cloud revenue has seen strong growth for multiple quarters. AI demand has exploded. There's a $638B backlog from AI customers, including OpenAI. Some AI infrastructure is already built and ready to convert into revenue. The market seems to be pricing Oracle as if none of this exists, which is why it looks extremely undervalued from my perspective. It's worth noting this stock can be just as volatile on the upside. It jumped $60 in just three trading days back at the end of May, moving from $190 to $250. 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