---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000441186.md"
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 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."
datetime: "2026-02-02T16:25:29.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000441186.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000441186.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000441186.md)
author: "[韭菜巴菲特](https://longbridge.com/en/profiles/13098894.md)"
generator: "portal-rs"
---

# $Oracle(ORCL.US)Despite current paper loss, the fu…


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## Comments (1)

- **新用户_GBbMlq · 2026-02-03T06:33:36.000Z**: The story makes sense, but price action still needs to stabilize before I’d size up.


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