$Oracle(ORCL.US) Oracle stock has dropped approximately 33% since its June earnings report, despite strong revenue and earnings figures driven by AI cloud demand. The decline is attributed to a projected $95 billion in capital expenditures for fiscal 2027 and concerns about rising debt and profitability pressures. Investor Steven Fiorillo argues that this selloff overlooks long-term earnings potential from Oracle's AI investments, predicting a significant upside as new infrastructure starts generating revenue. The drop continues further with the escalation of US-Iran war, though I see this as an opportunity to lower my cost. @Captain's Treasure
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