MTCP
06-12

$Oracle(ORCL)$  wait for buying opportunities at 160

$638B Backlog on the Table — Why Is Oracle Still Near Its YTD Low?
Oracle rose 3.08% on Friday but is down 17.75% YTD, 27.99% on the year — odd for an AI winner with a $638bn backlog. Timing: it is a long-dated receivable, and converting it takes heavy capex on data centres and power at a 4.79% 10-year. Earnings come after Thursday's close: EPS $1.78 on revenue $19.53bn expected; watch cash burn. Bloom Energy rose 7.35% on S&P 500 inclusion: once the bottleneck moves from chips to power, passive money tickets generation first. An order book this size pays cash out before it takes in. Buy Oracle on backlog scale, or skip the build-out for the power side?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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