ORCL CEO画了一个超级大饼，看起来香喷喷的

[Crocodile]

"We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz. "This resulted in RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter—and demand for Oracle Cloud Infrastructure continues to build. Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars. The scale of our recent RPO growth enables us to make a large upward revision to the Cloud Infrastructure portion of Oracle's overall financial plan which we will be presenting in detail next month at the Financial Analyst Meeting. As a bit of a preview, we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years. Most of the revenue in this 5-year forecast is already booked in our reported RPO. Oracle is off to a brilliant start to FY26."

[somesome]

你改一下标题吧，不是 CRCL, 是ORCL

[Crocodile]

你改一下标题吧，不是 CRCL, 是ORCL

谢谢，改了

[Crocodile]

我怀疑大公司都怕通货膨胀，都早早地签署大合同。
就等美元贬值，以后大合同就变地板价。

[bam]

我怀疑大公司都怕通货膨胀，都早早地签署大合同。
就等美元贬值，以后大合同就变地板价。

有一腚道理

[fantasist]

我怀疑大公司都怕通货膨胀，都早早地签署大合同。
就等美元贬值，以后大合同就变地板价。

那贬值风险到了nvda/tsm这边？它们盘后也涨，所以你这解释不太合理。

[Crocodile]

那贬值风险到了nvda/tsm这边？它们盘后也涨，所以你这解释不太合理。

这大饼一画，说明DATA CENTER 前景一片光明，NVDA的芯片销量会不断创新高，NVDA股票能不涨？TSM自然也跟着涨。

[branching]

又跳了，306了。tsm今天白天已经涨了一天了，一大早52week high，本来以为是rubin。

[Mimi111]

设了300的limit 居然买不到

[勇敢的小猫咪]

又跳了，306了。tsm今天白天已经涨了一天了，一大早52week high，本来以为是rubin。

本来还有希望再牛几天，这么一拉，明天想不崩都难了

[勇敢的小猫咪]

设了300的limit 居然买不到

排队站岗？

[GreatCanada]

谢谢，改了

crcl呢？会奔多少？

[coolbid]

我真的很好奇ORCL能拿到4个multi-billion-dollar合同，很好奇是哪4个公司
我是做oracle的，公司每年给oracle在数据库产品上的license+support就要交5M+，但是我们慢慢在从Oracle移走

[winhao]

"We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz. "This resulted in RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter—and demand for Oracle Cloud Infrastructure continues to build. Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars. The scale of our recent RPO growth enables us to make a large upward revision to the Cloud Infrastructure portion of Oracle's overall financial plan which we will be presenting in detail next month at the Financial Analyst Meeting. As a bit of a preview, we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years. Most of the revenue in this 5-year forecast is already booked in our reported RPO. Oracle is off to a brilliant start to FY26."

大家看了这个后，是不是对TSLA 10年后8.5T 就有了信心？在股市什么都有可能发生。当然了TSLA跌回300亿也不是不可能。从哪里来再回到哪里去呗。

[勇敢的小猫咪]

玩大了，盘后的高点很可能几个月甚至一年都再也看不见

[Crocodile]

crcl呢？会奔多少？

CRCL 是上天入地都行的。只能见机行事

[赖美豪中]

按照这个吹发。5年20倍，tsla别说8.5t，10年内看到85t

大家看了这个后，是不是对TSLA 10年后8.5T 就有了信心？在股市什么都有可能发生。当然了TSLA跌回300亿也不是不可能。从哪里来再回到哪里去呗。

[GreatCanada]

CRCL 是上天入地都行的。只能见机行事

感觉最近币有点凉，风口重新回到AI了

[赖美豪中]

这个不能马上fulfill得合同都是cancel at will, 根本没有任何约束力

我怀疑大公司都怕通货膨胀，都早早地签署大合同。
就等美元贬值，以后大合同就变地板价。

[Jiuffet]