Oracle is presented as a high-quality stock at a deep discount, down almost 45%, driven by a massive $300 billion cloud contract with OpenAI, despite concerns about OpenAI's cash burn.
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The creator highlights four tech stocks they are buying due to significant price drops: Microsoft, SoFi, Sa...
Jul 9, 2026
The creator highlights four tech stocks they are buying due to significant price drops: Microsoft, SoFi, Salesforce, and Oracle. They discuss the reasons for their optimism, including AI business growth for Microsoft, potential bottoming for SoFi, a business model shift for Salesforce, and Oracle's AI infrastructure contract despite potential cash burn from OpenAI.
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Salesforce is being bought due to its business model shift from selling seats to monetizing through Agentic Work Units (AWUs), with Michael Burry reportedly buying the stock, signaling a potential turnaround.
SoFi, a fintech stock down 45% this year, is suggested to have likely bottomed based on recent price action, with a notable investor buying the stock daily last week.
Microsoft is considered the safest bet among the discussed stocks, with its AI business hitting a $37 billion annual run rate and a strong agreement with OpenAI, despite a recent 30% sell-off.
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MSFTbuy opened Jul 9, 2026
+4.66%