👉 A Beneficiary of Half a Trillion Dollars

Hi Everyone 👋,

It’s time for our GRIT Monthly Stock Deep Dive! This time, we’re breaking down one of the several companies that could benefit significantly from The Stargate Project.

Let’s jump right in!

As a reminder, this specific stock deep-dive is written by the GRIT team and is not the work of Head Analyst Austin Hankwitz.

Stock Deep Dive: Oracle Corp (ORCL-US, $515B Mcap)

“Don’t call it a comeback, I’ve been here for years” - LL Cool J.

Here’s something we didn’t have on our bingo cards for 2025 — the announcement of HALF A TRILLION dollars to build a series of 10 data centers. That’s “trillion” with a “T”.

I know I know, there is a lot of CapEx building out in this space, but the headline figure is still quite one to behold.

This kind of reminds me of the announcements of the MLB contracts for Juan Soto ($765M over 15 years) and Shohei Ohtani ($700M over 10 years).

You kind of just look at it, and scratch your head and ask yourself questions like, “How is this even possible?”, “Where does all this money come from?”, or “Damn, why didn’t I go to college for data center engineering?”

All great questions. While we’ll get to the first two, you’re on your own for the last one.

On the back of this massive announcement (details below), one company that can best be described as old, boring, but reliable is now new and exciting again.

Right when we thought CapEx was going to potentially decelerate in the AI infrastructure buildout phase, this group of bandits said “hold my beer” and went and did this…

But before we dig in we have to recognize all this DeepSeek drama. DeepSeek caused a massive shift in the markets where everyone started to doubt the CapEx cycle investment. However — it can actually be viewed as a massive positive for the industry. It seems like DeepSeek was using thousands of Nvidia GPUs and the international competition was inevitable.

With all of this in mind, the investment cycle still looks very much in tact.

So let’s dig in!

• Why Now? 👉 Stargate Project

• Overview 👉 What Does Oracle Do?

• Operating Segments 👉 Cloud (SaaS/on-prem), Hardware, Services

• Key Relationships 👉 CSPs, SIs, ISVs, Technology Partners

• Growth Driver 👉 Digging into Cloud Opportunity

• By The Numbers 👉 Key Metrics

• Risks 👉 Potential Pitfalls

Subscribe to GRIT Premium to read the rest.