![Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]](https://megaphone.imgix.net/podcasts/799253cc-9de9-11f0-8661-ab7b8e3cb4c1/image/d41d3a6f422989dc957ef10da7ad4551.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Oracle Trade Call
26 days ago
SPEAKER_02
"I bought Oracle before earnings because we see these deals happening, whether it's through our data or some other means."
The speaker explicitly reveals a buy action on Oracle ahead of earnings, citing the scale of OpenAI deals as a catalyst. This trade call suggests a bullish view on Oracle benefiting from mega data center contracts and related capex spending.
Scores
Alpha Potential
9.0/10
Novelty
8.0/10
Credibility
8.0/10
Timeliness
8.0/10
Overall
8.5/10
Sentiment
Bullish
Conviction
High
Tier
Trade Call
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Episode Information
Episode:
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]
Published:
September 30, 2025
Idea Type:
Stock Idea