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.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.