TEK2day

TEK2day

Why Overpay for Oracle (ORCL)?

LLMs increasingly feel like expensive commodities

Jonathan Maietta's avatar
Jonathan Maietta
Dec 10, 2024
∙ Paid
1
Share

Why pay 10x EV/Revs and 56x EV/FCF for ORCL 0.00%↑?

AWS, Azure and GCP will continue to take share on the compute side. Oracle will need to grow CapEx faster than Infrastructure Revenue if it wishes to keep pac…

Keep reading with a 7-day free trial

Subscribe to TEK2day to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 TEK2day Holdings
Market data by Intrinio
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture