ORCL - Oracle BUY on $64Oracle CorporationBATS:ORCLSimeonNikolaev-investWhy $64 is a strategic level: At $64, Oracle would trade at a Forward P/E of just ~10x–11x. For a tech software giant with over 40% growth in its cloud sector (OCI) and a brutal monopoly over the databases of the world's largest corporations and banks, this is an extremely low valuation. Margin of Safety: At this price, you are buying a world-class business with massive operating cash flow (~$21B) at the price of a "slow-growing traditional company". Negative factors such as high debt (~$85B) and large AI data center costs have already been fully priced in by the market. Conclusion: If the collapse to $64 is due to general market fear, a correction in the tech sector, or a temporary bursting of the AI bubble (rather than a permanent breakdown in Oracle's business model itself), this is the perfect point for an aggressive position.