Oracle is surrounded by strong competitors, can it hold its ground? Don't just focus on NVIDIA, dig deep into the 'core landscape' of AI infrastructure!

Recently, $Oracle(ORCL.US) released its quarterly earnings report, showing somewhat weak data, which has raised concerns among many investors about the company's short-term prospects. Next door, Event Master asked Hotspot Master: "Even the old giants can't rise anymore. Is it time for AI to take a break?"

To understand the current market, we must first clarify the 'underlying logic' of the AI industry

AI is not just a chatbot on the screen; it's a massive industrial organism.

• 🧠 Brain: Large models (OpenAI, $Alphabet(GOOGL.US));
• 🫀 Heart: Chips ($NVIDIA(NVDA.US));
• 🦴 But the 'skeleton' and 'blood' supporting all this: Data centers (server rooms) and power (energy).

Without infrastructure, AI is just talk. At this critical moment, two heavyweight signals have emerged in the market—easily overlooked by retail investors but highly valued by institutions:

🇺🇸 Signal 1: U.S. Department of Energy launches 'Genesis Mission'

This is a national-level AI strategy, and Oracle is one of the few cloud service providers selected. This marks AI data centers as no longer just commercial facilities but national core strategic assets.

🏦 Signal 2: Blackstone CEO speaks out

As the world's largest alternative asset manager, Blackstone's CEO stated bluntly in an interview: "This is not a bubble; it's an extremely conservative business." He pointed out that Blackstone's role is to build data centers for top-tier companies like NVIDIA with strong credit and sign long-term leases. In the eyes of top capital, AI infrastructure is not hype.

With strong competitors surrounding, can ORCL really stand firm? 🤔

This is the biggest concern for many long-term investors: Ahead is $Amazon(AMZN.US) AWS, and behind is $Microsoft(MSFT.US) Azure. How can Oracle get a piece of the pie? Hotspot Master has outlined four core logics:

1. The ultimate gatekeeper of 'data sovereignty' 🛡️:

On December 18, the TikTok deal was finalized, with Oracle becoming a core shareholder of the new joint venture, overseeing data and algorithm security. This not only locks in long-term revenue but also establishes its irreplaceable "compliance moat" under strict regulation.

2. It doesn't go for 'winner takes all'; it goes for 'building good relationships' 🤝:

Oracle avoids direct confrontation by enabling multi-cloud interconnectivity with AWS/Azure, allowing enterprises to "cross-cloud" access its cost-effective databases. Combined with the "fast and frugal" advantage of RDMA architecture, Oracle is the king of cost-performance in AI training.

3. RPO (Remaining Performance Obligations) is its confidence 💰:

Beyond quarterly revenue, RPO (money from signed but undelivered contracts) matters. Oracle's RPO growth is rapid, indicating a long queue of AI orders, ensuring solid future performance.

The second half of AI isn't just about chips but power, land, and data sovereignty. Just now, Oracle disclosed a $248 billion investment in data center expansion for AI, aligning with TikTok's rollout, aiming to evolve from an "old-school software vendor" into an unshakable "AI core landlord🏠" and "data gatekeeper🛡️".

AI Infrastructure Core Watchlist 📋

With the logic clarified, which AI infrastructure stocks are worth adding to your watchlist? Here's a "blueprint" covering core stocks from cloud computing to underlying energy.

☁️ Core Layer: Computing & Cloud Infrastructure

• $Oracle(ORCL.US): A legacy giant successfully transformed, holding national-level contracts—a high-value "enterprise AI landlord."
• $Coreweave(CRWV.US) : NVIDIA's "favorite child," a high-speed computing special forces unit built for AI.
• $Nebius(NBIS.US) : Formerly Yandex's international arm, with vast GPU reserves in Europe—an undervalued pure-play AI infrastructure provider.

⚡️ Energy Layer: Power & Computing Hosting (Former Miners' Transformation)

The endgame of AI is energy. These companies hold AI's two scarcest resources: power and compliant server rooms.

• $IREN(IREN.US) : Operates 100% renewable energy data centers, the most determined in transformation, directly purchasing NVIDIA GPUs for AI cloud services.
• $Cipher Mining(CIFR.US) : Focuses on industrial-grade data centers, earning stable rent by "leasing land and power" to tech giants.
• $CleanSpark(CLSK.US) : Boasts extreme power efficiency, serving as a dual reserve for Bitcoin and energy—a "power tycoon" in the AI era.
• $Mara(MARA.US) : A global mining leader, leveraging its decentralized power facilities for edge computing and AI inference.

Final Notes 📌

Facing the current market, here are three practical investment perspectives.

1. Afraid of NVIDIA's high valuation? Here's the 'infrastructure' lowland

NVIDIA's (NVDA) valuation is indeed at a historical high. For investors wary of high-stakes bets, these "AI infrastructure stocks"—providing power and server rooms—offer an alternative. As the backbone of the supply chain, they often have catch-up and defensive attributes 🛡️.

2. Watch if the 'Santa Rally' arrives as scheduled

Historical data shows U.S. stocks often see a "Santa Rally🎅" at year-end. With AI infrastructure as a current capital hotspot and institutions' year-end "window dressing" needs, whether this sector outperforms the market 📈 is a key focus for the next two weeks.

3. Limited funds or knowledge? Fractional shares are the best 'low-cost trial' tool

For those with limited funds or unfamiliarity with these stocks, Longbridge's fractional shares feature🧩 lowers the entry barrier 🚪:

• Capital threshold 💸: No need to save up hundreds for whole shares—just a few dollars to participate in ORCL or MARA.
• Knowledge threshold 🎓: For unfamiliar stocks, hands-on experience beats analysis. Use fractional shares to build a starter position at minimal cost, validating judgments through actual holdings—the most direct way for beginners to gain experience 🚀.

💬 Discuss in the comments:

In the second half of AI infrastructure, if you must choose one, which side are you on?

🅰️ Rent-for-sure-win camp: Stand with ORCL! Holding national-level contracts, being a "landlord" is the sweetest. 🏠

🅱️ Energy-breakout camp: Stand with IREN / MARA! The endgame of computing is power—go big or go home! 🧨

🆎 I-want-it-all camp: 50% ORCL + 50% miners—take both! 🧘

👇 Drop your [stock code] in the comments, or do you have other hidden 'shovel stocks'? Hotspot Master is waiting in the comments!