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Forget Micron Technology: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Key takeaways
- ORCL s $638 billion contracted backlog and 93% cloud revenue growth contrast sharply with MU s historically unsustainable 74.4% margins and quarterly spot-pricing risk.
- Oracle declared a $0.50 quarterly dividend while Clay Magouyrk confirmed 211 cloud regions are already contracted at profitable rates, combining income with a re-rating opportunity.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Oracle didn t make the cut.
Forget Micron Technology: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback Alex Sirois Sat, June 13, 2026 at 12:06 AM GMT+7 4 min read ORCL MU ORCL-PD NVDA Quick Read Oracle dropped 22.1% after a record Q4 while FY27 guidance rose to $90 billion, creating a classic contrarian entry as forward estimates moved higher.
ORCL s $638 billion contracted backlog and 93% cloud revenue growth contrast sharply with MU s historically unsustainable 74.4% margins and quarterly spot-pricing risk.
Oracle declared a $0.50 quarterly dividend while Clay Magouyrk confirmed 211 cloud regions are already contracted at profitable rates, combining income with a re-rating opportunity.
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