Buy Oracle if there's a pullback, strategist says

Company Overview - Oracle shares have seen a slight increase following the announcement of CEO Saffra Katz's departure, with co-CEOs Clay McGu and Mike Sicilia taking over, while Katz transitions to executive vice chair of the board [1] - The company is undergoing significant transitions, particularly in its management structure, to better position itself for future growth, especially in the cloud sector and potential deals like TikTok [3][4] TikTok Deal Implications - The TikTok deal is expected to involve Oracle significantly, with the company likely providing essential security measures for the platform [5] - This partnership could enhance Oracle's reputation as a provider of secure cloud services, potentially leading to more similar deals with both Chinese and U.S. companies [6] Business Strategy and Growth Potential - Oracle is focusing on scaling its enterprise business to offer AI agent services, which could lead to a more asset-light business model [7][8] - The company has a substantial backlog of projects to work through, indicating strong demand and potential for growth [4] Market Position and Future Outlook - There is a need for Oracle to prove its capabilities in the current cloud cycle, especially after past challenges, but there is optimism about the company's ability to innovate and regain market share [9] - The overall sentiment is that Oracle's strategic changes and partnerships could position it well for future opportunities in the tech landscape [6][8]