ORCL "Story of Two Truths:" Weighing Cloud & Customers to Growing Debt
Schwab Network · Schwab Network
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Show Notes
Steven Dickens maintains his long-term bullish view on Oracle (ORCL). While he notes the company's ballooning debt, he sees Oracle's business growth staying intact through core OSI and cloud backlog. Customers from Alphabet (GOOGL), Amazon (AMZN), and OpenAI add to Steven's belief that Oracle has plenty of room to grow. Tom White offers an example options trade for the stock.
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