I have increased my position in Oracle following the landmark $300 billion deal with OpenAI signed in September 2025. This agreement positions Oracle as the exclusive provider of cloud computing power, delivering 4.5 gigawatts annually over five years starting 2027, solidifying its strategic role in the AI infrastructure space. While the company plans to raise $45–50 billion in 2026 through a mix of equity and debt, I view this as manageable given Oracle’s strong cash flow and the long-term growth potential from AI-driven demand. This makes the stock a compelling buy for exposure to the AI boom.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- OYoung·03-07Brilliant call! Oracle's OpenAI deal is a game-changer for AI exposure. Keep riding the wave! [龇牙]LikeReport