Jose Najarro Stocks on $ORCL (Oct 27, 2026)

We got so many updates on investments happening in the AI world from Meta, from Oracle, from Nvidia, from AMD.

I think it's looking at Oracle wrong.

And I really think Oracle is that mispriced opportunity.

I I saw Oracle release some good stuff today. uh they they made the announcement that they're going to make have more expanding their partnership with Nvidia. They have the Helios rack coming up.

Um and it seems I don't know if you saw Steve that they're planning on bringing in 2027 TPUs to their cloud solution and also uh Cerebras to their cloud solution. So they want to be like this.

I don't care what chip, we have them all. You come to us, we'll be able to sell whatever you want.

Yeah, I think it's very important because they truly want to be company and chip agnostic. It doesn't matter what you want, what your use case is. You I I could not have said it better than you said it.

And I think people are making a very big mistake on Oracle. If Larry Ellison is the weak link in the chain, I will bet on him holding it together every day. It's the Larry Ellison.

It's Oracle. What do you do? We think Oracle is going out of business. We think that they're going to be wrong. I mean, it's too many people. This is not the dot bubble. This is not building out fiber.

And when I look at Oracle, I'm just going to bring it up because it's really annoying me.

Oracle trades at 8.4 times forward earnings, sir, with an expected 90% EPS growth over the next two years. Oracle, let me just say this, trades at 16 times this year's earnings. 16.

People legitimately think force majour is going to happen on OpenAI contracts. This is being priced as if they are not going to recognize revenue. I think the market's wrong. I think this is BS.

And Stephen, now I know Oracle has their investor day tomorrow. I feel like those numbers are going to shrink a little bit based on I'm pretty sure we're going to get some updates on their OCI.

I I I think this was the first company uh Oracle I think was the first company last year or a little bit over a year ago where they shared us kind of this multi-year trend of what they expect their cloud infrastructure business to do.

Um, I think they share that because obviously it's it's easier for investors to kind of understand how that RPO from OpenAI and all these other players are going to pay out. Um but I think they're going to do a massive update um tomorrow uh on on improving next fiscal year on how much money they're going to make because one thing that we are seeing Steve is data centers are I I've seen it in certain earnings where they're saying look data centers were we're building them more often then now we're improving the efficiency of how quickly we can build them up.

If you can build them up a lot faster what's happening you're collecting revenue a lot faster.

companies like Oracle which are already pretty efficient based on their earnings call at building these data centers are just going to get uh better and better.

Wait till we get Oracle's S1. I'm not an oracle. What? Wait until we get open AIS as one and it proves out something similar to anthropic. Then where are they going to find the boogeyman?

I bought more Oracle.