Thread regarding Oracle (ORCL)

Oracle stock is very overvalued, as it trades at 45% premium to fair value. This is probably a market reacting to AI hype, which hasn’t delivered yet. There is a growing concern that AI hype will either balloon and burst, or definitely cause major adjustments over time in the value of AI-related stocks. Many companies will probably not live up to hype, and it is very difficult to predict how AI will develop, which companies will deliver, and how market shares will be distributed when entering players are taken into consideration. I would say that any AI-related stock may be a very risky investment.