《DELL, ORCL, ZS & This Week's Tech Earnings to Gauge Lasting AI Strength》
甲骨文庞大的积压订单和数据中心战略被视为机遇而非融资风险，使其成为最被低估且具有显著上行潜力的股票。
还有甲骨文，另一家拥有巨额RPO积压订单的公司。他们的积压订单我认为接近6400亿美元。但他们也在大量支出。他们的自由现金流为负。关于债务有很多讨论，以及对那笔债务的担忧。
And Oracle, another name with a massive RPO backlog. Theirs was I think close to $640 billion. But, they are also spending heavily. They had negative free cash flow. There's a lot of debt conversations and concerns about that debt.
你如何判断甲骨文庞大的积压订单是机会还是融资风险？我们认为这是一个机会，而且我们认为随着一些数据中心上线，它将开始消化这些积压订单，并缓解其中一些担忧。
How do you determine whether the enormous backlog that Oracle has is an opportunity or a financing risk? We see it as an opportunity and we start we think as some of these data centers come online, it'll start to work through that and alleviate some of those concerns.