Innlegg

🤖 $ORCL + $ADBE — AI SPENDING FACES THE CASH-FLOW TEST Oracle and Adobe are in focus, but the bigger question is simple: when does AI investment translate into real cash flow? 👀 📦 Oracle’s huge backlog shows demand, but backlog ≠ recognized revenue. 🏗️ OCI expansion also requires heavy infrastructure spending. The key signal: can growth scale fast enough to justify the investment? AI hype is easy. Cash flow is the proof. 📊 #ORCL #ADBE #DailyOrbit