ORCL | SOURCE: THE A16Z SHOW - THE STATE OF MARKETS
Feb 10, 2026 IC-REF: 99ee0e49

ORCL: Insider Accumulation vs. Sentiment Analysis

Executive Thesis: Oracle represents a classic 'Legacy Transformation' play where a profitable incumbent is betting the company on AI infrastructure, but execution risk and cash burn trajectory require proof points before capital commitment.


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