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$ORCL

BULLISH2026-03-12
Price around the call
2026-03-12
By horizonMaturing · ~0 trading days to go
1d
5d
-1.7%
21d
Original post
Raging Capital Ventures · 2026-03-12

Two items struck me from the $ORCL conference call: 1) The capital intensity of AI data centers combined with relentless innovation and a rapidly declining cost curve reminds me of the frackers circa 2010s 2) $ORCL views AI infrastructure as a “budget creator” for customers and is willing to leverage its infrastructure margin to win software workloads away from competitors who lack their own clouds

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