Oracle's backlog growth: Oracle's remaining performance obligations have grown rapidly, showing that the long term pipeline for its cloud and AI infrastructure services is robust.
The Case To sell:
Squeezed Cash Flow: Oracle is spending billions on GPUs & building massive global data centres. This exerts heavy pressure in the short term.
Execution Risk: Building infrastructure is capital intensive.
The Verdict:
Hold firm if you believe in Larry Ellison's track record & view Oracle as a winner in the AI cloud infrastructure race over a long term horizon.
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- MeowvinΒ·09-15 19:23TOPThank for sharing1Report
- EllisBirdΒ·00:33RPO growth is real, but the near term cash flow squeeze feels underpriced. The pace of this buildout matters more than the storyLikeReport
- koolgalΒ·09:29Best of luck πππLikeReport