A new position I have built over the last month is $Oracle (...

A new position I have built over the last month is $Oracle (ORCL.US)$ . I will be publishing a deep dive into the company, but the main thing I see is GenAI reviving $Oracle (ORCL.US)$ 's client base (many slow-moving industries like banks, utilities, etc.) to move to the $Oracle (ORCL.US)$ cloud (OCI) as they need to use the data that is often stored in an $ORCL database.

$Oracle (ORCL.US)$ cloud infrastructure (IaaS) revenue grew 49% YoY in the last quarter. Job openings for companies searching for engineers skilled with OCI are also on a steep rise: