Linked trade ideas span 9 sources.
Bullish: Oracle has massive unmet capacity needs of 2.6 gigawatts based on their RPO numbers, indicating significant infrastructure demand Bearish: Oracle's recent bond issuance has already widened significantly, signaling market concern about data center funding.
“Oracle's RPO numbers that came out, and that was just a massive amount of capacity they were going to need...in total, 4.5 gigawatts, what they would need to still go out and procure would be like 2.6 gigawatts”
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