Oracle Expects Capex To Fall In FY29 - I'm Bullish, But The Debt Warrants Patience

Oracle (ORCL) is rated a Buy, with current weakness seen as a medium to long-term accumulation opportunity. ORCL's aggressive AI-driven capex and debt financing are peaking, with management projecting free cash flow recovery from Fiscal 2028 onward. Ideal entry points are identified at $110 for a starter position and $100 for a full position, with a 29% margin of safety already present today.