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 💨
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Отказ от ответственности
Информация и публикации не предназначены для предоставления и не являются финансовыми, инвестиционными, торговыми или другими видами советов или рекомендаций, предоставленных или одобренных TradingView. Подробнее читайте в Условиях использования.