$Oracle(ORCL.US)

I rarely post, mainly because I'm lazy and find it troublesome, but looking at the one-sided information in the current market, along with this data and this headline, it feels like a joke.

Forecasted revenue was 16.21 billion, and actual revenue has already reached 16.1 billion. Isn't that enough? Why focus on the 110 million that's less than 1/160th of the total?

And for cloud services, the expectation was 8.04 billion, and 8 billion has already been achieved. Why can people only see the 40 million shortfall?

Free cash flow is -10 billion, and the company raised its full-year capital expenditure guidance by about 15 billion USD. Is this amount really a big deal for a leading company in the AI sector?

Holding over 500 billion in orders is being almost completely ignored, yet people are fixated on whether they can deliver. What kind of mindset is this?

Not to mention, an AI company is being shorted by the entire market, its corporate credit severely damaged, yet it still delivers these results. Do you think that's bad? Just because it didn't meet analysts' predictions—who's really running the company, the analysts? They just talk all day, analyzing this and that, pointing fingers at all the world's best companies, including NVIDIA. If they're so great, why don't they start a globally dominant, top-market-cap company themselves? Doesn't this situation seem a bit ridiculous?

Debt isn't scary; what's scary is going in the wrong direction. Oracle is leveraging debt to push itself onto the fastest-growing track—that's the right move. Do we want to end up like Nokia back in the day? That would truly be a dead end.

Everything is uncertain, unknown speculation, a flood of negative news manufactured by the market. Do you really think all of it is true? At least the shorts are very satisfied with the current market sentiment—they've made enough, and retail investors have contributed plenty of chips to the game.

In my view, this information can't be the basis for my judgment. Oracle's data is all publicly available, and it's up to us to analyze and judge for ourselves. I can only say that Oracle's current situation is one where it's hard to defend in the short term, but its long-term potential is limitless.