ORCL — All updates

And Oracle, another name with a massive RPO backlog. Theirs was I think close to $640 billion. But, they are also spending heavily. They had negative free cash flow. There's a lot of debt conversations and concerns about that debt.

How do you determine whether the enormous backlog that Oracle has is an opportunity or a financing risk? We see it as an opportunity and we start we think as some of these data centers come online, it'll start to work through that and alleviate some of those concerns.

For the one that might blow your mind, Oracle, ORCL. This is the single biggest puzzle on the market right now. The stock has crashed roughly 57% from its highs, down about 24% just this year, down 38% over the last 12 months.

And yet, the business underneath it is growing at a pace that the old, boring Oracle could never have imagined. That contradiction is the entire story.

I must be clear Microsoft sales teams are there's only one level higher of more annoying and that's Oracle and Oracle is a whole other problem

there's only one level higher of more annoying and that's Oracle and Oracle is a whole other problem but now they've divorced themselves from the exclusivity agreement with open AAI which only makes it worse because now OpenAI needs to spend 138 billion over eight years with Amazon 20 billion with Cabus 22.4 4 billion with core. We have 300 billion plus with Oracle.

Oracle's raising money on a three-year at 4.5 and on a 10ear at 5.7.

uh let's see here revenue revenue oh they have a partnership with Oracle that's also Very interesting. And Oracle got options to buy 3 million shares at 113. Oh, lucky them. Okay, good for them.

So, they're nicely up on those warrants. That's very good. So, they made a good buy there.

Oracle is going to be reporting earnings. This stock is incredibly meaningful to the AI story. They are one of the ones selling all the cloud infrastructure.