“Buy the Dip.”
Oracle earnings show positive fundamentals (data center revenue visibility, capped capex) but stock reaction was negative due to sell-the-news dynamics; long-term outlook is cautiously optimistic.
These Oracle earnings might mark a turning point. So, we'll see.
Wow. Oracle actually went negative. That was not on the bingo board. So, that is somewhat surprising. There's still some debt raising that needs to be done, but that's okay.
Oracle keeps a lid on capex as customers pay upfront.