The CEO of Oracle Bone Script has a net worth of 38.4 billion, and he is all-in on these 3 stocks - is it worth following his investment?

The stock price of Oracle ( has recently experienced a big pump, briefly allowing CEO Ellison to surpass Musk and become the world's richest person (though he later dropped back to second place). Interestingly, how does this 81-year-old man's wealth get distributed?

Core Positioning Three Major Items:

1. Oracle Text Family - 34.9 billion USD Ellison holds 41% of the shares, with a stock price of $301. The latest quarterly report has gained attention because the Remaining Performance Obligations (RPO) surged to $455 billion, an increase of 359%. Notably, cloud computing revenue (from Microsoft/Google/Amazon) grew by over 1500% year-on-year.

In simple terms: If you are optimistic about the future of cloud computing and data centers, ORCL is a good entry point. Although a PE of 44 times is not cheap, the subsequent cash flow is ample, and there may still be room for a rise.

2. Tesla - 19.1 billion USD Ellison holds 1.4% (45 million shares), with a stock price of $425. Six years ago it was just $16, now it has risen 26 times, but the volatility is huge. Recently it has dropped 50% from the December peak, riding the emotional rollercoaster with Musk.

Risk warning: Don't go all-in on Tesla, unless your heart is big enough.

3. Paramount Sky Movies - $16 billion The Ellison family holds 77% of the shares, which will be formed after the acquisition of Paramount by their son David's Sky Media in August 2024. This guy recently splashed out 7.7 billion to secure the broadcasting rights for UFC, and is also acquiring Warner Bros. Discovery's channels ) HBO and CNN.

The PE is only 12 times, which makes the valuation cheap. The key is having unlimited cash to invest in movies and technology integration, which is an advantage in an era of intense competition in content.

Investor Insights: Ellison's three bets are all aimed at future major trends (cloud computing, new energy, entertainment technology), but the levels of risk are completely different. It depends on your own risk appetite.