By Ethan Feller
Publication Date: 2026-03-13 17:18:00
Between spring and summer last year oracle (ORCL) The stock nearly tripled as maverick founder and CEO Larry Ellison put everything on the line to join the AI competition. The stock rose from under $130 to $346 on a wave of Stargate announcements, hyperscaler partnerships and Ellison’s unequivocal belief that this was the moment to go all in. But in the months since last fall, shares have plunged more than 50%.
Was this just a flash in the pan, an aging tech giant’s last ditch attempt to ride the AI wave before it peaks? Or is the market misunderstanding Oracle’s truly advantageous position in the most important infrastructure expansion of a generation? I believe it is the latter. And if that’s true, Oracle could be one of the best asymmetric opportunities in the stock market today.
Image source: TradingView
Earlier this week, Oracle reported third-quarter 2026 results that were exceptional by any measure. Total sales increased by 22%…
