Microsoft is mentioned as a competitor that built its cloud as a generalist, contrasting with Oracle's AI-focused approach, and is also noted for having a smaller backlog than Oracle.
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I'm Buying Every Share I Can.
Jul 11, 2026
The creator is hunting for beaten-down stocks that could be future breakout opportunities, focusing on companies building the foundational infrastructure for generative AI. The chosen company is Oracle (ORCL), which has seen its stock crater after a significant run-up, making it appear attractive at current levels. The thesis highlights the increasing demand for computing power for AI and Oracle's position in providing cost-efficient AI data centers and transforming its business model.
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Amazon is mentioned as a competitor that built its cloud as a generalist, contrasting with Oracle's AI-focused approach.
Oracle (ORCL) is presented as a beaten-down stock with a strong position in AI data centers, making it an attractive long-term buy after losing over half its value from its peak.
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ORCLbuy opened Jul 11, 2026
-18.24%