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Jack of All Trades: High Stakes SKORE 03.10.2026

Oracle's $553B backlog is math on committed contracts — not pipeline. First 20%+ organic revenue and EPS growth since 2009. The AI infrastructure buildout that the market spent 2026 punishing them for just printed a 32% gross margin.

Jack of All Trades: High Stakes SKORE 03.10.2026
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