Oracle: Cloud Momentum And Heavy AI Investment Turn A 30% Slide Into Opportunity

Core Insights - Oracle Corporation is a technology company involved in software, hardware, and cloud-based services, with a significant presence in financial services and business intelligence [1] Company Overview - The company designs business-tailored solutions and applications, catering to various industries [1] Analyst Background - The analyst has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] - The analyst emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1] Investment Philosophy - The analysis aims to make investing accessible and empowering, encouraging collaboration among investors to build confidence in long-term investing [1]