I understand we're seeing a rotation from compute to connectivity, and that companies like MDB, SNOW, and ORCL are bound to pump based on inflows.
HOWEVER, seeing a company miss on both EPS and REV and then pumping 42% after is kind of ridiculous.
WHY did it do that? Because they "have $144B backlog"
but do they really? And how is that being calculated?
For example, if a customer has a contract and you assume they'll keep it for 20 years, how much of that is priced in here with that backlog number?
I am taking 10/17 ORCL 290P as I expect a move back to 275.
At that level, I may re-evaluate.
HOWEVER, seeing a company miss on both EPS and REV and then pumping 42% after is kind of ridiculous.
WHY did it do that? Because they "have $144B backlog"
but do they really? And how is that being calculated?
For example, if a customer has a contract and you assume they'll keep it for 20 years, how much of that is priced in here with that backlog number?
I am taking 10/17 ORCL 290P as I expect a move back to 275.
At that level, I may re-evaluate.
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Exención de responsabilidad
La información y las publicaciones que ofrecemos, no implican ni constituyen un asesoramiento financiero, ni de inversión, trading o cualquier otro tipo de consejo o recomendación emitida o respaldada por TradingView. Puede obtener información adicional en las Condiciones de uso.