$Oracle(ORCL)$ The valuation gap is getting interesting. Oracle's cloud backlog is at $553B, while its market cap is around $351B. That leaves a gap of over $200B, which is close to 40% of the total backlog value. A large part of this backlog is linked to AI cloud demand, including major commitments with OpenAI. The market is still trying to figure out how much of this future revenue growth is already priced into the stock. AI infrastructure spending remains the key story to watch for ORCL.
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