Скачать или смотреть Huge $ORCL Spike: Backlog Boom or Market Illusion? Big Bet on AI Cloud — Real Growth or Bubble Hype?

Oracle’s stock is trending after its latest earnings report, sparking heated debate in the investing community. While the company fell short of current earnings estimates, the market’s attention has shifted to its stronger-than-expected forward guidance and accelerating momentum in cloud infrastructure, particularly in multi-cloud database adoption.

Join this channel to get access to perks:
   / @equity4keeps  

Consider Supporting this Channel via PayPal: https://www.paypal.com/donate/?hosted...

A key highlight fueling the bullish case is Oracle’s massive increase in Remaining Performance Obligations (RPO), essentially a record backlog of contracted revenue that points to sustained demand over the coming quarters. Supporters argue that this backlog, combined with rising demand for AI-powered cloud services, positions Oracle as an increasingly relevant player in the AI and cloud computing race, potentially narrowing the gap with rivals like Microsoft, Amazon, and Google.

Bulls emphasize Oracle’s growing role in powering AI workloads, noting partnerships and multi-cloud flexibility as competitive advantages that could drive years of compounding growth. They see the stock’s surge as a reflection of Oracle finally being recognized as more than just a legacy enterprise software company.

On the other hand, skeptics caution that backlog accounting can be misleading and question whether the company’s long-term revenue projections are realistic in such a competitive space. Bears also warn that the market may be pricing in too much AI optimism too soon, raising the risk that Oracle’s rally is more bubble-like than fundamentally justified.

The broader discussion extends beyond Oracle itself, with traders watching closely to see how its performance and guidance might ripple through the rest of the tech sector, particularly among cloud and AI-focused stocks. Overall, sentiment remains highly polarized—split between those who see Oracle as an underappreciated AI winner and those who suspect the stock’s sharp move is setting up for disappointment.

$ORCL 급등: 백로그 붐인가, 시장의 환상인가? AI 클라우드에 대한 대대적인 투자 - 실질적 성장인가, 거품 과대선전인가?