Oracle: A Can't-Miss Buy At 52-Week Lows

Oracle has declined over 30% YTD, underperforming peers amid market rotation and debt concerns.

I maintain a buy rating, emphasizing Oracle's attractive valuation and resilient core software business despite infrastructure capex risks.

Oracle's cloud applications segment grew 10% y/y in Q4, matching growth rates of mature SaaS peers.

Operational efficiency has improved, with ~21k roles cut (~13% of staff), supporting strong cash flow for ongoing investments.

As we move into the second half of 2026, a stock market rotation appears to be underway.

Investors are showcasing signs of jitteriness on the AI infrastructure rally, and chip stocks (especially the red-hot memory vendors) are technically in