ORCL became one of the market’s biggest AI bets
$553B backlog
$50B capex guide
The demand story is obvious
The cash flow question is what matters now
At some point the market stops paying for future AI demand and starts asking what it costs to build all of this
Tonight traders want answers:
👉🏼 Cloud growth has to be strong
👉🏼 Guidance has to hold up
👉🏼 Margins cannot look weak
👉🏼 Capex cannot scare the market
👉🏼 A small EPS beat not enough
If the numbers don’t support the AI story, the stock could sell off fast 💨
$553B backlog
$50B capex guide
The demand story is obvious
The cash flow question is what matters now
At some point the market stops paying for future AI demand and starts asking what it costs to build all of this
Tonight traders want answers:
👉🏼 Cloud growth has to be strong
👉🏼 Guidance has to hold up
👉🏼 Margins cannot look weak
👉🏼 Capex cannot scare the market
👉🏼 A small EPS beat not enough
If the numbers don’t support the AI story, the stock could sell off fast 💨
면책사항
해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.
면책사항
해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.