Oracle: Table Pounding Buy for 2026

18 days ago

Host

"Oracle is the sovereign cloud super play for 2026. Oracle enters 2026 not just as a software legacy, but as an infrastructure giant capable of challenging Nvidia's dominance in AI and training clusters, making it a table pounding buy for January 2026. The specific catalyst for this time frame is the scheduled closing of the US Tik Tok deal on January 22nd, 2026, where Oracle alongside Silver Lake and MGX will secure a 15% equity stake in the new US entity. That capital is building the Stargate AI supercluster, and despite a short-term pullback in December due to a $50 billion capex plan, Smart Money views this dip as a gift."

The speaker explicitly recommends Oracle as a high-conviction buy for January 2026, emphasizing its transformation into an AI and cloud infrastructure leader. A major catalyst is the Tik Tok US deal, which provides a strong revenue boost despite recent short-term capex concerns.

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