The analysis discusses Oracle's turnaround and potential for growth, particularly due to AI infrastructure buildout and cloud services. The main driver identified is the shift toward cloud revenue, which is projected to increase substantially over the next four years. The power gauge is currently bullish, though the presenter recommends a pull back before considering buying in order to find a better position, due to the high volatility. Further the expert added Emcor group is a bullish PowerGauge construction and management company who is building data centers and cooling them. The current price is $640.36 per share with a bullish momentum