How is Oracle down on Earnings Beat?

Investor summaryBullish

Author is frustrated why ORCL dropped 9% post-earnings despite citing massive RPO, 97% OCI growth, and AI tailwinds.

Bull points

Massive Remaining Performance Obligations (RPO) indicating strong future revenue visibility.
Exceptional 97% growth in Oracle Cloud Infrastructure (OCI) driven by AI demand.
Strategic positioning with major AI and tech players like OpenAI and SpaceX.

ORCL财报季AI 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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