Nucleus Wealth

Is Oracle About To Make It The Magnificent 8? | Nucleus Investment Insights

Written 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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