Oracle: A Fever Dream in Silicon

They just dropped the Q3 numbers, and, frankly, it’s a strange brew. Strong. TOO strong, maybe. Like a double espresso injected directly into the mainframe. Revenue up 22% to $17.2 billion. Analysts expected $16.9? Please. They’re always off. The cloud business is the engine, roaring along at 44% growth, spitting out $8.9 billion. EIGHT POINT NINE BILLION. It’s enough to make a sane man question reality. Adjusted EPS at $1.79, beating expectations? Yeah, okay. Color me… cautiously optimistic. It’s a good sign, but in this business, good signs can be deceptive.








