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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (76942)	9/9/2025 9:27:21 PM
From: E_K_S	Read Replies (2) of 78495

RE: Oracle Corp (ORCL) 310.00+68.49 (+28.36%) After Hours ORCL announced good earnings but it was what they said on the conference call. They are building AI Cloud Services w/ almost $40 Billion in recent capital expenditures. They announced 4 new multi-billion customers that will be or have committed to multi-year Enterprise Cloud usage. Not exactly sure of their build out but if anything like AVGO data centers it's a game changer. All but one of my Buys were in 2022 when this was a GARP High Tech stock at/near 20x PE (maybe less). Today is well over 40x PE but no plans to sell. This moved to my no 3 holding after today's move behind CVX and AMNF.

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