How Schwab Network’s view on $ORCL changed

What is the overall overview of Oracle? What is your opinion on this matter? Actually, I don't cover Oracle news in "CS Mackie". concept.

What happened with "Project Jupiter" shows that demand is not the problem. The problem lies in the bottlenecks within the infrastructure itself. When you think about it, there was a permitting issue related to the pipeline they needed for natural gas to power some of the fuel cells.

Without that authorization, things were somewhat delayed.

Today we're talking about Oracle, that's our area of expertise, Cory. Let's talk again about Oracle, which made headlines and cited force majeure to protect itself from its data center.

What did you think of this when you first saw it?

Because there are many aspects worth discussing, I would like to ask you about everything related to Oracle. You can take everything I say with caution. Someone at Oracle said, "Why do you always say this before you talk about us?"

But I want you to know that I am biased. Okay, I'll give you my honest opinion, but you need to understand my bias. I was worried. Now I see this and I wonder: "Force majeure?"

I hope there isn't a hurricane in Texas. In fact, no one knows. This is generally the purpose of this clause, which is to deal with events beyond the company's control, i.e., major events that trigger force majeure.

I want to understand what this clause means, but I want to think about it in the context of Oracle.