At Italkstocks, we believe Wall Street is overlooking one of the biggest opportunities in AI today: Oracle (ORCL). While headlines focus on Microsoft, Amazon, and Google, the true outlier—the company playing a smarter, lower-risk game—is Oracle. And with earnings coming up on September 8, we are long, strong, and extremely bullish on ORCL for the next 10 years.

The Spending Problem No One Is Talking About

Big Tech is pouring staggering sums into AI:

Microsoft: ~$80 billion in 2025 on AI data centers and LLM development. Amazon: Over $100 billion in 2025 on AI infrastructure and its own models. Google: $75–85 billion this year, also tied heavily to model training.

Training a single frontier large language model (LLM) can cost $5–10 billion. Collectively, these giants will invest more than $300 billion in AI infrastructure this year alone.

Here’s the problem: this is massively capital-intensive, delivers uncertain returns, and pushes them into direct competition with their own customers. Enterprises that might want to deploy AI on AWS, Azure, or Google Cloud are also competing with those same providers’ in-house models. That’s a conflict of interest—and it’s a structural weakness Wall Street is ignoring.

Oracle’s Contrarian Advantage

Oracle isn’t chasing the “build your own LLM” arms race. And that’s exactly why it’s so well-positioned.

Instead, Oracle is:

Neutral: It doesn’t compete with its customers’ AI models. Focused: It builds world-class infrastructure designed for AI, without burning billions on model development. Aligned: It partners with trusted software providers like Palantir to deliver applied AI while staying in its lane as the infrastructure backbone.

This strategy avoids the high-risk spending trap of the Big 3 and gives Oracle a monopoly-like niche in AI infrastructure. It’s efficient, capital-smart, and scalable—exactly what long-term investors should want.

Why We’re Bullish on ORCL

At Italkstocks, we see Oracle as one of the most underappreciated players in AI. Wall Street is too busy watching the headline spend of Microsoft, Amazon, and Google to notice the smarter path Oracle is taking. With earnings due on September 8, we believe Oracle is set to surprise, and we are positioning ourselves long and strong for the next decade.

This isn’t a short-term trade. It’s a 10-year conviction. Oracle is building a differentiated role in AI—neutral, efficient, and monopoly-like—and we believe the market has barely begun to price that in.

✅ Bottom line: Wall Street is missing Oracle’s advantage. We aren’t. At Italkstocks, we’re long, strong, and bullish on ORCL for 10 years out.