ORCL First takes
ORCL looks good with better OCI revs +53% vs buyside at 47-50%; RPO +29%, inline revs and better EPS
Catz says OCI will remain in hypergrowth phase for the foreseeable future with demand substantially exceeding supply. We pitched this as a small long into the print for our Pro subs yesterday - we’ll listen to the call before deciding what to do.
ORCL RESU…
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