Oracle cloud demand is overlooked; current low valuation below sector averages presents a clear buying opportunity to increase position.

and here Prologis won ahead of Broadcom and Oracle, which tied for second place.

As for Oracle's cloud business, I feel it's being largely overlooked right now , and I think they'll continue to build massive enterprise- level AI workloads , and it's trading at an insanely low valuation , so I think it's an excellent buying opportunity on the dip.

For example, Duke, Oracle and Medtronic each hold about 3%, and I wouldn't mind at all trying to raise those percentages to reach the core group or stay very close to it.

Then specifically with Oracle, as you know, our performance with them is almost unchanged and stable . If it drops just a little and enters the red zone, this is a very clear buying opportunity that I would like to take advantage of its currently low valuation.

It currently falls well below the sector averages, and I would very much like to increase our share in it .