The video discusses a $600 billion company, Oracle, which has been in business for 50 years. It mentions Oracle has already done a 3x since 2021, and could potentially have a 5x from here by 2030 with the help of AI. A few years ago, Oracle stock was around $80 but now it sits at $230. In 2021, he said the stock at $80 was a true gem. Expert commenters at the time disagreed, but Oracle has made investors a 3x return since then. Opinions about this "dinosaur" do not matter. What makes money, he says, is having great fundamentals, plus time and potential. Experts will look at numbers and talk about a lot of reasons to not do something. In the case of Oracle it is leveraged - a lot more debt than cash. So the forward PE is under 25, not really that expensive. He does give them the debt hit and subtracts points in his rating system for it. He likes to see 70% gross margin and 31% operating margin. What really matters, he insists, is that it all comes down to Oracle's cloud services business. It's growing 50% per year, so with that potential the numbers are not so relevant if the AI cloud strategy works.