Oracle is a significant AI player with 93% cloud infrastructure growth and a $638 billion backlog, making it a compelling buy despite recent stock price declines.
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I Can't Believe You Can Buy These Mega Cap Stocks at This Price
Aug 31, 2026
The creator discusses three large, profitable companies that have been overlooked by Wall Street. The first company analyzed is S&P Global (SPGI), highlighting its strong business segments (credit ratings and index ownership), high profit margins, and potential AI tailwinds, while also acknowledging risks like economic sensitivity and AI disruption to its data business. The creator questions if the current stock price adequately reflects the company's quality.
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Salesforce (CRM) is becoming more interesting as AI may save it, with strong revenue growth in its AI product, but the creator suggests waiting for a better entry price around $300 for a margin of safety.
Nvidia is mentioned as a comparison for free cash flow metrics.
S&P Global (SPGI) is presented as a high-quality business trading at a lower price after a spin-off, with strong growth and profit margins, raising the question of whether it's undervalued.
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ORCLbuy opened Aug 31, 2026
-1.15%