$ORCL The AI Story Is Being Tested!!
I've been watching $ORCL closely after the recent selloff, and the setup is starting to get interesting.
The sub-$120 area brought buyers back in, but the real question now is whether Oracle can turn its AI investments into actual growth. OCI expansion, cloud demand, and its large backlog are the pieces investors are watching.
The valuation looks more reasonable after the pullback, but the market won't reward the story forever execution has to show up in revenue and cash flow.
I'm not trying to call the exact bottom.
I'm watching how the stock builds from here and whether the fundamentals keep improving.
Time to stay focused. Think tomorrow follows through?
Risk management comes first.