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I Keep Buying Oracle Because It Will Become a Tier-1 Hyperscaler
Quick Read Oracle's $638 billion RPO, up 363% year-over-year, reflects customers paying upfront to fund AI infrastructure with returns in the high 20s. ORCL trades at a forward P/E of 19 and PEG of 0.851, offering cheaper growth exposure than MSFT despite accelerating 93% IaaS revenue growth. It sounds nuts, but SoFi1 is giving new Active Invest users …