u/kb524516

Serious question for the long-term investors here.
Oracle has pulled back quite a bit from its recent highs, but if the AI trade is actually in a bubble (as many people believe), do you think today’s price ends up being the true long-term bottom?

Or does the real buying opportunity only come after a broader AI bubble pops sometime in the next 1–3 years?

In other words, is Oracle’s AI exposure mostly supported by real earnings growth, or is it still riding the same multiple expansion that could unwind with the rest of the sector?

Curious to hear both bull and bear cases.

Position. $146 avg cost x 210 shares in IRA.