Melius' Ben Reitzes reiterates buy rating reflects revenue growth in Oracle

Well, our next guest says we haven't entered the AI bubble just yet. He just raised his price target on Oracle to 370 from 270, reiterating his buy rating. Ben Writes of Melius Research joins us now.He's the head of tech research. Ben, great to have you with us. You've had that buy rating in Oracle for about a year.So, that's been the right call. Got more right last night. Um, but in terms of the big stock pop and where you see the stock going at this point, you know, how do you answer some of those those q ...