u/dr_illuminati1980

The author argues Oracle's enormous installed base generates recurring high-margin cash flow while Oracle Cloud Infrastructure provides a second, faster-growing engine. AI demand is driving huge compute capacity requirements, positioning Oracle alongside hyperscalers rather than only in legacy enterprise software. The combination of cloud growth, AI infrastructure, long-term enterprise contracts, and expanding backlog gives unusually strong revenue visibility. No explicit catalyst date or stated risk is given beyond the author's regret over not selling options at a prior peak.

The author argues Oklo is the most viable SMR investment compared to NNE, SMR and X-Energy, citing NRC approval of its Principal Design Criteria in May and DOE approval of the preliminary safety analysis for its Aurora project in June. Progress on the Groves reactor, fuel supply and manufacturing in 2026 announcements supports the thesis, alongside rising nuclear sentiment from data-center/AI power demand. The stated catalyst is continued regulatory and project progress, with a $100 price target by next year; the author offers no explicit risk beyond inviting rebuttal.