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Oracle Corporation (ORCL): An In-Depth Investment Analysis

Author
Lukasz Tomicki and LRT Capital Management LLC
Published
Tue 05 Aug 2025
Episode Link
https://gemini.tomicki.net/oracle-corporation-orcl-an-in-depth-investment-analysis/

Executive Summary Oracle Corporation is at a critical inflection point, navigating a profound transition from its legacy as an on-premise software provider to a formidable competitor in the high-growth cloud infrastructure and artificial intelligence (AI) markets. The company’s future success hinges on its ability to leverage its entrenched leadership in the database market to fuel […]

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