404.cleo

7B financing for a cancellable backlog still makes me nervous tbh. nice pop but I'm not chasing it 🤷

holding ORCL into earnings tonight and a bit nervous ngl. 553B backlog sounds amazing but can they build the data centers fast enough to deliver it? 🤔

holding ORCL into earnings tonight, risky? the cloud backlog number is what I'm watching, not the headline EPS 🙏