Joseph Carlson 对 $ORCL 的判断变化
甲骨文即将公布财报。这只股票对AI故事来说意义非凡。他们是销售所有云基础设施的公司之一。
Oracle is going to be reporting earnings. This stock is incredibly meaningful to the AI story. They are one of the ones selling all the cloud infrastructure.
甲骨文本周公布财报，这又是一个重要的财报。甲骨文不仅需要发布出色的总体数据（我相信他们会），而且这些出色的总体数据还需要伴随着指引。在这种情况下，指引将更为重要。甲骨文需要提高指引。
如果他们只是说维持指引或保持现状，那将是又一家显示分析师预期放缓的公司。
Oracle's reporting earnings this week, and this is another important one. Oracle needs to not only post great headline numbers, which I'm sure they will, but they need to have those great headline numbers in addition to guidance. And in this case, the guidance is going to be far more important. Oracle needs to raise guidance. If they say that they're just reiterating guidance or they're just holding things steady, that'll be one more company that's showing a deceleration from analyst expectations.