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Robots are no longer science fiction. Whether in restaurants, nursing homes, or operating rooms – machines are taking over more and more tasks once reserved for humans. This shift creates new opportunities for investors, but also raises important questions: Which companies truly benefit? Where are the opportunities, and where are the risks?
In our members-only analysis, we take a closer look at this trend and provide an objective perspective – beyond hype and headlines.
Over the past few years, Oracle has been quietly reinventing itself — shifting from traditional database licensing toward cloud infrastructure, multi-cloud deployment, and AI workloads.
By April 2025, a series of partnerships and record-high performance obligations were redefining how the market viewed the company. For long-term investors, the transformation was becoming hard to ignore.
2023 was the year of artificial intelligence – a year full of promises, buzzwords, and soaring expectations. But only a few companies demonstrated real, working software in the field – running in hospitals, defense operations, and national infrastructure.
This True North Order analysis revisits a company that, by late 2023, had achieved profitability, launched an operational AI platform, and was quietly becoming a backbone of both government and enterprise systems.
