I am voting for $Oracle(ORCL.US) to close up 4% to 10% on 11 September. I think the market is already expecting strong revenue and EPS, so the real catalyst will be OCI growth, the massive RPO conversion and the FY2027 outlook. With AI infrastructure demand still accelerating, I believe Oracle can deliver enough positive signals to keep the momentum going, even with concerns around capex, debt and financing. My view is bullish, but I am not expecting an explosive move because a lot of optimism is already priced in. For me, a 4% to 10% gain looks like the most reasonable outcome.
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