Oracle (ORCL-N)

Recently, they're turning around. Their legacy products have been upgraded which has helped spiked margins and revenue growth as seen in the last quarter. Also, they're in a sector that is now loved. But Oracle faces a lot of competition and their PE in the low-20's. Look elsewhere.

There's a lot of demand for their cloud infrastructure services. Good to see that the stock did not budge at the end of the Musk AI talks; Musk is probably posturing as he negotiates. Trades at 23x forward which his historically high, but in line with its AI peers.

He's starting to watch it. It's outperforming AI peers except Meta. The PE is historically high, but in line with peers.

Is now watching it. Wish he owned it. His only concern is that it's a little leveraged.

The data centres they're building are used for AI, making this a good way to play AI. Wait for a pullback given its recent rise.

The momentum is white hot and the valuation is lot cheaper than Adobe's.

An attractively priced way to play AI.

RPOs are up 44%, or $98 billion. An AI winner.

They just reported weaker sales and earnings numbers, but their cloud business--their data centre business is huge and rapidly growing.  Their backlog is nearly $100 billion. Gen AI is real. Rallied over 13% today.

It reports Tuesday. He added shares recently. It benefits from AI, cloud computing and data centres. All of them. Trades at a sedate 20x forward PE. Expects upgrades.

It was down 5% yesterday after Salesforce's negative report. CRM's weak guidance won't impact Oracle's business. After Nvidia's infrastructure buildout, Oracle is next in line in this buildout, given their data centre buildout and the AI services they offer. Oracle will build these for Elon Musk's xAI among many other announcements. He added shares last week and today is a great time to step in.

Unsure on outlook of business. 

They had a good quarter and can go higher. He gave up too soon on this.

Tough, because both are very fully priced. On any pullback of MSFT to around $410, you could pick it up.

ORCL is already through his price target. But he likes it so much, he's been selling calls against it. His 12-month price target was $126, and here it is almost $127. Running on all cylinders on both cloud and software.

If you own either, write calls. But if they roll over 5%, pick some up.

They screwed up their last two quarters, but delivered on their last, share up big because of AI. The CEO is good. He should have had more faith. Shares will likely keep rising and remain inexpensive.