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Tag: GARP investing

Oracle AI data-center illustration showing surging cloud demand, a $664 billion backlog, heavy capital spending and negative free cash flow.

Oracle Stock (ORCL): Can a $664 Billion Backlog Outrun the AI Capex Bill?

Oracle’s cloud-infrastructure revenue surged 121% as remaining performance obligations reached $664 billion. With Larry Ellison still owning roughly 40%, institutions controlling most of the float and valuation sharply compressed, ORCL looks compelling—but heavy debt, negative free cash flow and an enormous AI buildout make execution everything.

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Colorful digital illustration of Duolingo’s green owl juggling language books, dollar signs, and chess pieces, symbolizing growth and innovation.

Duolingo (DUOL): A Compelling Growth Investment and A Buy in Any Language?

Duolingo (DUOL) is flying high with 41% revenue growth, record profits, and a chess course attracting millions. Institutions can’t get enough. But is the stock a smart buy—or just owl-wardly expensive?

 

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