Oracle: My Favorite AI Infrastructure Play

Analyst's Disclosure:I/we have a beneficial long position in the shares of ORCL, AMD, NVDA, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as ...