How is Oracle down on earnings beat?

Investor summaryBullish

Author is confused why ORCL dropped 9% on an earnings beat despite massive RPO, 97% OCI growth, and huge capex.

Bull points

Massive backlog with over $600 billion in Remaining Performance Obligations (RPO).
Explosive cloud growth with Oracle Cloud Infrastructure (OCI) growing at 97%.
Significant capital expenditure ($40 billion) indicating aggressive expansion.

ORCLAI 资本开支

Post body

They have 600+ billion in RPO, Space-Ex (Computing Company Major Competition), and OpenAI will IPO soon and we go down 9 PERCENT ON EARNINGS BEAT?

40 BILLION SPEND BUT 97 PERCENT OCI GROWTH AND OF COURSE THAT RPO….

What is going on here?

ORCL

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