The video provides a fundamental analysis of Oracle (ORCL). It highlights the positive aspects of Oracle's recent quarterly performance, including growth in revenue and expectations for future quarters. The analysis emphasizes Oracle's share buyback program, noting that the management team bought back shares at an average price of $55, while the current stock price is around $302.45. The analysis suggests the stock is undervalued. Furthermore, Oracle expects to sign additional multi-billion dollar customers. RPO (Remaining Performance Obligations) is expected to grow to exceed half a trillion dollars. Oracle Cloud Infrastructure is expected to grow significantly over the next four years: $18 billion this fiscal year, $32 billion the next, then $73 billion, $114 billion and reaching $144 billion.