Oracle (ORCL) the ‘Forgotten’ Hyperscaler in AI Trade

AI’s bottleneck is changing the flavor of markets, says Ted Thatcher of Bright Lake Wealth Management. He’s positioning in names that are growing margins with AI and particularly likes Oracle (ORCL), saying the Street has “forgotten” it’s one of the “four hyperscalers.” He’s also watching Microsoft (MSFT) and Alphabet (GOOGL).

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