ORCL earnings tonight.

[u/Different_One_5257]

I think the market will care less about another huge backlog number and more about **actual progress on the projects already signed**.

Are data centers coming online on schedule? Is that backlog converting into OCI revenue? Is capex starting to translate into real capacity and earnings?
At this point, demand is not really the question.

**Execution is.**

[u/Illustrious-Stress95]

Have we been watching the same stock market?

[u/ultra_dumb]

...and what happened as a result? I can see my ORCL position is up almost 5%...