Oracle Corporation (NYSE: ORCL ) is up a staggering 81% year to date. For most, this kind of run screams overextension, the type of move that often precedes a correction. I don’t think that’s the case here.I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my ...