To The Moon

Oracle Beat Expectations. So Why Did the Stock Fall? $Oracle(ORCL)$   delivered a strong Q4, but the market reaction showed that the bar has changed. Investors are no longer questioning whether Oracle has AI demand. They are questioning how expensive it will be to capture that demand. Q4 revenue rose 21% year over year to $19.2 billion. Cloud revenue grew 47% to $9.9 billion, while OCI revenue surged 93% to $5.8 billion. Non-GAAP EPS rose 24% to $2.11. On the surface, this was a strong print. The problem is that Oracle is now being judged like a hyperscaler, not just an enterprise software company. RPO proves demand is real The best number in the report was RPO. Oracle's remaining performance obligations reached

$Oracle(ORCL)$ is scheduled to report its fiscal fourth-quarter 2026 results on Wednesday, June 10, after the market close. This is a highly anticipated print. Oracle has transformed from a legacy database software giant into a primary beneficiary of the AI infrastructure boom, causing the stock to rally aggressively. However, heavy capital expenditure (CapEx) needs and recent debt jitters have created a highly volatile trading environment heading into the release. Consensus Estimates & Expectations Wall Street has set a high bar for Oracle this quarter, projecting accelerated top- and bottom-line expansion: Revenue: Expected at $19.1 billion (up ~20% year-over-year). Earnings Per Share (EPS): Expected at $1.96 (up 15.3% year-over-year). Impli

$Oracle(ORCL)$  This one for legs to run. AI story beautiful but get out at the top.  Too much debt for my liking

Oracle Beat Expectations. So Why Did the Stock Fall? $Oracle(ORCL)$   delivered a strong Q4, but the market reaction showed that the bar has changed. Investors are no longer questioning whether Oracle has AI demand. They are questioning how expensive it will be to capture that demand. Q4 revenue rose 21% year over year to $19.2 billion. Cloud revenue grew 47% to $9.9 billion, while OCI revenue surged 93% to $5.8 billion. Non-GAAP EPS rose 24% to $2.11. On the surface, this was a strong print. The problem is that Oracle is now being judged like a hyperscaler, not just an enterprise software company. RPO proves demand is real The best number in the report was RPO. Oracle's remaining performance obligations reached

$Oracle(ORCL)$ is scheduled to report its fiscal fourth-quarter 2026 results on Wednesday, June 10, after the market close. This is a highly anticipated print. Oracle has transformed from a legacy database software giant into a primary beneficiary of the AI infrastructure boom, causing the stock to rally aggressively. However, heavy capital expenditure (CapEx) needs and recent debt jitters have created a highly volatile trading environment heading into the release. Consensus Estimates & Expectations Wall Street has set a high bar for Oracle this quarter, projecting accelerated top- and bottom-line expansion: Revenue: Expected at $19.1 billion (up ~20% year-over-year). Earnings Per Share (EPS): Expected at $1.96 (up 15.3% year-over-year). Impli

$Oracle(ORCL)$  This one for legs to run. AI story beautiful but get out at the top.  Too much debt for my liking