$甲骨文(ORCL)$ tone exudes confidence, suggesting that their fiscal year 2026 target of $65 billion in revenue might be conservative. They've also teased some "very exciting joint announcements" with $英伟达(NVDA)$ in the coming week, likely at GTC. Even if we stick to the $65 billion revenue guidance, it implies an accelerated revenue growth rate over the next two years
Could GTC unveil some new surprises? Rumors are swirling about a new chip with exceptional performance, possibly nearing the realization of large-scale model deployment. With this growth trajectory and potential GTC announcements, it might be worth taking a bet and going long! 🚀
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