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Posted by
Two Blokes Jul 28 -
Filed in
Stock
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ORCL stock delivered strong gains year-to-date, fuelled by the rapid deployment of the AI infrastructure pipeline. The valuation accumulated a notable premium, but the market sentiment has shifted, valuing the profitability factor now to a greater extent. ORCL has a potential for up to 11% incremental upside when incorporating profitability into evaluations.