u/Different_One_5257 · 10d agono track record yet
Why I think the market is mispricing Oracle
Oracle is mispriced at 13.8x forward earnings given $638B contracted revenue and a capital-efficient model leveraging third-party landlord and customer capital for data-center buildout. High GPU utilization (97.5%) and strong renewal rates (92%) suggest demand is robust, and the author believes global compute consumption will grow faster than costs decline.
At post $149.12Now $161.44+8.3% since posted9m ago
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3d-2.3%
1w+6.5%
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