To The Moon

$Oracle(ORCL)$  

I'm really excited about Oracle's latest earnings report, especially seeing their stock surge more than 35% in after-hours trading. It's impressive how their AI business is driving this momentum, even if the overall revenue and EPS didn't quite hit the mark. As someone who's been following cloud and AI trends closely, this kind of growth makes me think Oracle is positioning itself as a serious player in the space.

The standout figure for me is the 359% year-over-year increase in their contracted but not yet realized revenue, jumping to $455 billion from $138 billion last quarter. That speaks volumes about the demand for Oracle's AI infrastructure and cloud services. It's not just hype; these are multi-year deals that could translate into steady revenue streams down the line, which is exactly what investors are craving in this volatile market.

Am I missing out on this AI leader? Honestly, yes, I think many of us in the SaaS world might be underestimating Oracle. They've been quietly building a robust AI cloud database ecosystem, and with partnerships like the ones with NVIDIA $NVIDIA Corp(NVDA)$  , they're accelerating adoption. I've been more focused on flashier names, but this report is a wake-up call to diversify my watchlist.

As for which SaaS companies I'm watching right now, Snowflake $Snowflake(SNOW)$   is top of mind for its data warehousing prowess, especially how it integrates with AI workloads. I'm also keeping an eye on Databricks  for its unified analytics platform and ServiceNow for enterprise automation. These are all strong in their niches, but none have shown the explosive backlog growth like Oracle's AI segment.

That said, Oracle's total remaining performance obligations growing so dramatically makes it hard to ignore. It's a sign of confidence from big clients betting on their AI capabilities, which could outpace some of the pure-play SaaS firms if the execution holds up.

Would Oracle be my choice? Absolutely, I'd consider it a solid pick for my portfolio right now. The stock's reaction reflects the market's optimism about AI's long-term potential, and despite the short-term misses, the fundamentals in their cloud AI business look promising. 

Overall, this earnings beat in AI terms has me rethinking the SaaS landscape. Oracle isn't just a legacy database giant anymore; they're evolving into an AI powerhouse, and I don't want to miss the next leg up.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

@TigerStars  @Tiger_comments