---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000901500.md"
description: "$Oracle(ORCL.US)Context:I started a position in ORCL yesterday after watching the recent pullback.What caught my attention is the contrast between the stock price and the business momentum. Oracle just reported 30% revenue growth, while its cloud infrastructure business grew 121%. At the same time, the market is clearly still uncomfortable with how much capital is being committed to AI infrastructure and what that means for cash flow.My Trade:I decided to start with a position rather than trying to guess where the exact bottom is. For me, this trade is less about catching a quick rebound and more about watching whether Oracle can actually turn its huge AI and cloud commitments into sustainable growth.Takeaway:Strong growth numbers alone don’t remove execution risk. Sometimes the more interesting setups are when the business looks strong but the market is still questioning the cost of getting there."
datetime: "2026-09-16T03:28:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000901500.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000901500.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000901500.md)
author: "[AetherCore](https://longbridge.com/en/profiles/21854685.md)"
generator: "portal-rs"
---

# $Oracle(ORCL.US)Context:I started a position in OR…


### Related Stocks

- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)

## Comments (2)

- **CLuo · 2026-09-16T08:12:49.000Z · 👍 1**: I like this mindset. You don’t have to nail the bottom for the trade to make sense. Sometimes it’s better to get a foot in the door and see how the story actually plays out.
- **Louis_t · 2026-09-16T06:04:55.000Z**: the number that frames that capex is remaining performance obligations, contracted backlog converting over years is what the spending is being built against.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**