By Yahoo Finance Video
Publication Date: 2026-04-21 10:30:00
00:00 Speaker A
Man, Oracle had a wild ride, didn’t she? Um, the stock, the stock has come back up to some extent during this recent surge. Um, where do you think Oracle should be priced and what do you think will cause the market to recognize its value?
00:13 Speaker B
Therefore, I think Oracle is severely undervalued. And the reason is that they gave us a lot of information, more than any other software company I know has given anyone. And it’s about their future. It’s about the contracts that they have, and of course they have a large customer, um, but they actually have a lot of large customers, but one is overwhelmingly large, and that’s Open AI, and we estimate that Open AI revenue will probably peak at a little under 30% of its revenue at some point over the next few years. And but that risk, and there will always be that risk, okay, there is that customer concentration risk.
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