USA | Software Equity Research ORCL - A New Force in the Cloud Wars; See 35+ Page Deep Dive In our 35+ page deep dive, we analyze ORCL's ascent in the cloud wars and weigh in on investor debates on RPO, margins and capex. Buy ORCL on the 15% pullback vs the post-print high as 1) the company's share gains in the AI era are clear; 2) analyst day will be a positive catalyst as mgmt revises LT targets - we believe prior FY29 rev targets should be 50%+ higher at a minimum; 3) we see 75%+ upside to stock price on ...