I made an additional investment in Oracle stock, viewing the current environment as an opportunity. RBC Capital recently lowered its price target to $195 but highlighted 2026 as a potential turning point for AI-driven growth in enterprise software. With enterprise spending stabilizing and GenAI innovation gaining traction, Oracle is well-positioned to benefit as companies adopt AI solutions. While management remains cautious in early 2026 guidance, I believe the stock offers attractive exposure to long-term AI tailwinds and a recovering enterprise IT market, making it a strategic addition to my portfolio.
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- MosesMoses·01-09 05:31Solid move! Oracle's AI play looks promising. [强]LikeReport