Oracle

Posted on | by Leon Hinde | Leave a Comment on Oracle

NAS:ORCL is transforming into a core AI infrastructure platform, combining defensive recurring revenue
with high-growth cloud and AI exposure.


Total Revenue: $60–70B to $220B (3–4x growth) by 2030. Supported by backlog of $455B+ in contracted revenue. Growth is Already Happening: >20% revenue and earnings growth (first time in ~15 years) and multicloud database growth 500%+

Oracle benefits from increased demand for databases and infrastructure, and customers embed AI into existing Oracle systems.

National Australia Bank Limited

Posted on | by Algo Engine | Leave a Comment on National Australia Bank Limited

National Australia Bank: Buy with a protective stop-loss established at $40.39. This entry follows a technical signal as the bank continues to demonstrate market leadership among the “Big Four” financial institutions.

  • NAB maintains a dominant market position as Australia’s largest business lender, providing a robust foundation for long-term credit growth.
  • The bank continues to offer attractive fully franked dividends, supported by a strong Common Equity Tier 1 (CET1) capital ratio.
  • Recent operational focus has remained on digital transformation and streamlining retail banking services to improve cost-to-income efficiency.

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