$Oracle(ORCL)$ Let's look at a

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$Oracle(ORCL)$ Let's look at a wild reality check for anyone panicking right now. Oracle's cloud contract backlog just hit $638 billion. For comparison, Microsoft's entire backlog is $627 billion. Think about that. Oracle—a company with a fraction of Microsoft's market cap—literally has a bigger backlog of signed, legally binding cloud contracts than MSFT. The stock price is a temporary glitch. You are holding an absolute giant.

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