---
title: "$Oracle(ORCL.US)Despite current paper loss, the fundamental data suggests a potential disconnect bet"
description: "$Oracle(ORCL.US)Despite current paper loss, the fundamental data suggests a potential disconnect between the stock price and business growth, The “AI Backlog” Safety Net: Oracle has reported a massive"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000441186.md"
published_at: "2026-02-02T16:25:29.000Z"
author: "[韭菜巴菲特](https://longbridge.com/en/profiles/13098894)"
---

# $Oracle(ORCL.US)Despite current paper loss, the fundamental data suggests a potential disconnect bet

$Oracle(ORCL.US)Despite current paper loss, the fundamental data suggests a potential disconnect between the stock price and business growth, The “AI Backlog” Safety Net: Oracle has reported a massive surge in Remaining Performance Obligations (RPO), exceeding $455 billion. This represents contractually obligated future revenue (from clients like OpenAI and xAI), providing high visibility into future growth despite current volatility.

### Related Stocks

- [ORCL.US - Oracle](https://longbridge.com/en/quote/ORCL.US.md)
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- [DXYZ.US - Destiny Tech100](https://longbridge.com/en/quote/DXYZ.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.