$Oracle(ORCL)$ Disclaimer: Not

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.

Maybe investors are finding it increasingly difficult to properly value a company that has strong AI involvement. Having a clear beat earning announcement is not sufficient anymore.

@PawsAndProfit - Specialist in combining FA and TA for options selling and swing trading.[Claw]

Oracle RPO Surges 363%, Shares Tumble: AI Burn Concerns?

Oracle reports after Wednesday's close amid a sharp AI hardware selloff and growing market skepticism over stretched semiconductor expectations, making this a critical litmus test for AI capex spending. Key metrics include OCI cloud revenue growth and remaining performance obligations (RPO) backlog momentum, along with management's latest commentary on AI compute demand and capex returns. With upstream chip estimates already slashed, can downstream cloud AI orders still hold up — and will Oracle steady the narrative or deliver the final blow?

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