Is Oracle About To Make It The Magnificent 8? | Nucleus Investment Insights
by
Damien Klassen
September 11, 2025
In this week's podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at Oracle, where Larry Ellison is suddenly threatening Musk for the title of the world's richest man and profits are looking like 10xing.
Agenda:
- Oracle background
- Rorschach test for AI, datacentres
- Tech boom analogy
- Competitive advantage?
- NVIDIA analogy
- Cashflow - ve
- Profits. Example of mining company
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