u/Different_One_5257 · 55d agono track record yet
Why I think the market is mispricing Oracle
Oracle is mispriced at 13.8x forward earnings given its $638B in contracted revenue and 97.5% GPU utilization. The company is efficiently financing data-center buildout through landlord capital, customer prepayments, and mixed capex, positioning it to capture growing global compute consumption as demand grows faster than AI infrastructure costs decline.
At post $148.57Now $126.16-15.1% since postedas of Oct 23, 4:45 PM ET
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3d-2.3%
1w+6.5%
1m-7.6%
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