ORCL | SOURCE: ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Jan 23, 2026 IC-REF: f1559c44

ORCL: Insider Accumulation vs. Sentiment Analysis

Executive Thesis: Oracle represents a leveraged play on US AI infrastructure dominance, with federal policy explicitly supporting data center buildout and energy deregulation that benefits hyperscale database providers through 2026.


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