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Oracle Corporation (ORCL) may be the only stock in software where I have a high conviction of a turnaround.
Oracle's recent funding rounds were heavily oversubscribed despite reporting negative free cash flow.
KEY POINTS
- Some large Oracle AI contracts involve customer prepayments or customer-supplied GPUs, easing funding needs.
- Execution risk, especially data center buildout delays, could postpone revenue and trigger a stock selloff.
- The market is increasingly viewing Oracle as a cloud company rather than solely a software provider.
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