Cristi Croitoru
A few months ago, I published the article The Cloud Underdog? Why Oracle's 3% Market Share Signals a Strong Upside. In this article, I explained why I believe Oracle (NYSE:ORCL) has the potential to expand its
Oracle: Maintaining Buy Rating On Strong OCI Momentum And Unique Position In Multi-Cloud
Summary
- Oracle's cloud business is experiencing rapid growth, with OCI and AI-driven products fueling double-digit revenue increases and strong demand outpacing supply.
- Oracle's multi-cloud flexibility and AI-ready database solutions uniquely position it ahead of competitors, enabling large deals even with customers committed to other cloud providers.
- Valuation remains attractive versus peers like AWS and Azure, with Oracle delivering faster cloud growth, and a solid dividend yield.
- While high CapEx and debt levels are risks, they reflect surging demand; the Stargate project could further accelerate Oracle's leadership in AI cloud infrastructure.
I am a 33-year-old investor and former hedge fund trader with a background in software engineering and finance. My career began in a small investment house where I trained as an analyst, gaining fundamental insights into the financial markets. I then transitioned into programming, working as a software engineer at Check Point, where I sharpened my technical skills. This combination of analytical and technical experience eventually led me to a hedge fund, where I traded U.S. equities for seven years, specializing in long-short strategies focused on macroeconomic trends and tech stocks. My primary area of expertise lies in growth stocks within the technology sector. I seek out companies with the potential for above-market returns over the medium term, prioritizing innovation, scalability, and market disruptiveness. Additionally, I employ a long-short strategy on indices, leveraging macroeconomic analysis to navigate market cycles. I am motivated to write on Seeking Alpha to share insights and analyses that offer investors a balanced view of market opportunities and risks. My goal is to build a community of informed readers who can benefit from my approach to growth stocks and macroeconomic trends.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of ORCL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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