🚀 $ORCL: Hilary Maxson Saw Larry Ellison's $100B Debt & Said "You Look lonely, I can fix that''🚀
Everyone is out here chasing $NVDA and $MSFT while Oracle is sitting at **$137, down 60% from its $345 all-time high** with a **$553 BILLION backlog** and AI revenue growing **243% YoY**. I'll wait.
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Let me explain why this is free money.
**THE BACKLOG IS INSANE**
$553 billion in remaining performance obligations. Up **325% year-over-year**. That's not a pipeline. That's a guaranteed revenue conveyor belt that hasn't even started printing yet. The capacity to fulfill it is being built RIGHT NOW, Oracle locked down **10 gigawatts** of data center capacity for the next 3 years, with **90%+ funded by partners**. Oracle barely has to spend its own money.
Their cloud infra revenue is growing **81% YoY**. MultiCloud database? **531% YoY**. AI infrastructure revenue? **243% YoY**. This is not a slow legacy database company anymore.
**THE CLIENT LIST IS RIDICULOUS**
OpenAI. xAI. Meta. TikTok. These are not random SMBs. The biggest AI spenders on the planet are all cutting massive checks to Oracle. And $29 billion of Q3 contracts require **zero additional capital from Oracle,** customers are pre-paying or supplying their own GPUs. Larry Ellison somehow got people to fund his empire for him. Respect.
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**THE NEW CFO IS A MASSIVE BULLISH SIGNAL**
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Oracle just reinstated the CFO role for the first time since 2014, and the hire they made tells you everything about where this company is going. Meet **Hilary Maxson**, formerly EVP & Group CFO at **Schneider Electric** (a $45B+ industrial energy infrastructure giant) and before that, 12 years at **AES Corporation** managing capital-intensive global infrastructure buildouts. Notice what she is NOT: she's not a SaaS finance person, she's not a software spreadsheet jockey. Oracle went out and hired someone who knows how to run **massive, multi-billion dollar physical infrastructure at scale**. Because that's what Oracle IS now. Bloomberg Intelligence literally said the hire "highlights the importance of the buildup of AI infrastructure within Oracle." Her whole mandate is one thing: spend $50 billion in capex this year without blowing up the balance sheet, then do it again next year for the $90B revenue target. The bears are screaming about Oracle's $100B+ debt load — Oracle's response was to hire the person who knows exactly how to manage that kind of capital intensity and come out profitable on the other side. That's not a red flag. That's a green flag in a trench coat.
**JUNE 11 IS THE CATALYST**
Q4 FY26 earnings drop **June 11, 2026**. Management already guided:
* Total revenue growth: **19-21%**
* Cloud revenue growth: **46-50%**
* FY27 revenue target: **$90 billion**
Revenue is projected to hit **48% YoY growth by Q3 FY28**. The growth is accelerating, not slowing.
**THE VALUATION MAKES NO SENSE**
Stock is trading at **\~17x forward P/E**. For a company growing AI infra at 243% with half a trillion in backlog. That's cheaper than companies growing at a fraction of this rate.
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Wall Street agrees, **40 out of 50 analysts rate it a Buy**. Consensus price target is **$246**. Mizuho has a $400 PT. My personal target: **$260** which is still well below the ATH and only prices in partial backlog conversion.
That's **\~88% upside from here.**
**GAY CASE (aka cope)**
"Oracle has too much debt from capex." 90% of it is partner-funded, and AI infra gross margins already hit **32%**, beating their own 30% benchmark. The business is profitable as it scales.
"What if AI demand slows?" They have $553B locked in. The demand already happened. They're just building the pipes now.
**TL;DR:** Stock fell 60% from ATH. Half a trillion in backlog. AI revenue exploding. Earnings June 11. 40/50 analysts say buy. Trading at discount to peers. **PT $260.**
This is either the buy of the year or I'm regarded. Probably both.
**$ORCL PT $260 | Catalyst: June 11 Earnings**
**Position:**
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