Cory Johnson on Surging Neocloud & Data Center Demand, ORCL Earnings Preview

Through his interactions with businesses, Cory Johnson says the conversations are all about supply instead of costs, emphasizing the desire to expand AI compute. He urges investors to pay attention to how hyperscalers and other Big Tech firms are expanding their AI capabilities. On Oracle (ORCL) ahead of Wednesday's earnings, Cory tells investors to pay attention to the "land grab" race and RPO to gauge the company's future profits.

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