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r/wallstreetbets
Why is Oracle getting pulled down with AI?
Investor summaryBullish
Author questions why Oracle is dropping despite its AI exposure, government contracts, and reasonable P/E, urging focus on fundamentals.
Bull points
- Oracle provides compute and database services essential for AI, meaning any AI winner will likely contract with them.
- Strong backstop from federal government contracts, acting as the backbone for government data.
- Attractive valuation with a sane P/E ratio compared to meme stocks.
Post body
They sell service... Compute/database... So whoever wins the AI race will likely contract with them.
They also have a backstop because they are contracted with the federal government They are basically the backbone for all data the federal government has.
On top, they have a sane P/E...
I understand this sub is addicted to the "meme stock", but at some point do people pay any attention to fundamentals?
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