Oracle Corporation (ORCL)

Published 2026-03-15 • by capitalflows

Cloud InfrastructureAIMacroInfrastructureLong
Original Post ↗SEC:
[All][10-K][10-Q]
Market Intel:
Yahoo Finance 📊TradingView 📈Koyfin 🎯

Thesis Summary

The author maintains a long position in Oracle, viewing it as a key beneficiary of the ongoing AI hardware buildout and broader macro-regime shifts.

Quantitative Overlay

Detailed Deep Dive

To get up to speed before tonight, start with my last video. I walk through the long Oracle trade I am currently in, and how it fits into the broader macro picture, I will be building on live.