Quick Read

• Oracle (ORCL) shares cratered 35% while RPO surged 363% to $638 billion, a fundamental dislocation that rarely lasts.

• Oracle trades at a forward P/E of 16 versus Microsoft (MSFT) at 29, despite matching its $627 billion commercial RPO backlog.

• Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Oracle didn’t make the cut. Grab the names FREE today.

Oracle (NYSE: ORCL) has been the AI cloud story of the year, then the AI cloud panic of the last month. Shares are down 35.29% year to date and 33.43% over the past month, yet the underlying business is growing faster than at any point in Oracle’s history.

Our 24/7 Wall St. price target…