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Oracle's Q2 earnings reveal a mixed bag: revenue misses estimates despite strong cloud growth and a massive $523B backlog, leading to a stock dip. Investors are weighing AI demand against rising costs and debt.
$523b is a digital asset or cryptocurrency.
Engagements 24-Hour Time-Series Raw Data
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X Week: XXXXXXX +46,883%
X Month: XXXXXXX +214%
X Months: XXXXXXX +325%
X Year: XXXXXXX +54%
1-Year High: XXXXXXX on 2025-12-11
1-Year Low: X on 2025-01-25
Engagements by network (24h): Reddit: XXXXX X: XXXXXXX YouTube: X
Mentions 24-Hour Time-Series Raw Data
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Daily Average: X
X Week: XXX +920%
X Month: XXX +118%
X Months: XXX +183%
X Year: XXX +387%
1-Year High: XXX on 2025-12-11
1-Year Low: X on 2024-12-30
Mentions by network (24h): Reddit: XX X: XXX YouTube: X
Creators 24-Hour Time-Series Raw Data
XX unique social accounts have posts mentioning $523b in the last XX hours which is up XXX% from XX in the previous XX hours
Daily Average: X
X Week: XX +789%
X Month: XXX +127%
X Months: XXX +169%
X Year: XXX +244%
1-Year High: XX on 2025-12-11
1-Year Low: X on 2024-12-30
The most influential creators that mention $523b in the last XX hours
| Creator | Rank | Followers | Posts | Engagements |
|---|---|---|---|---|
| @wallstengine | X | XXXXXXX | X | XXXXXX |
| @danielisdizzy | X | XXXXXX | X | XXXXXX |
| @TheRayMyers | X | XXXXXX | X | XXXXX |
| @7shiqin | X | XXX | X | XXX |
| @schaeffers | X | XXXXXX | X | XXX |
| @marketsday | X | XXXXXX | X | XXX |
| @grok | X | XXXXXXXXX | XX | XXX |
| @EarningsMindset | X | XXX | X | XXX |
| @YaronBuilds | X | XXX | X | XXX |
Sentiment 24-Hour Time-Series Raw Data
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1-Year High: XXX% on 2024-12-13
1-Year Low: XX% on 2025-12-10
Most Supportive Themes:
Most Critical Themes:
Top posts by engagements in the last XX hours
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"$ORCL just reported $523B in customer commitments. I don't believe that OpenAI will purchase even half of the $300B agreement. They are already losing to Anthropic in enterprise AI and to $GOOGL in consumer AI. $ORCL will need to spend more than $200B+ to earn this revenue. This is a bet the company investment to service OpenAI which is broke and doesn't have the cash to pay for it. I wouldn't wanna be an $ORCL shareholder there are better and less risky companies to invest in to get AI exposure"
X Link @TheRayMyers 2025-12-11T20:14Z 15.8K followers, 2049 engagements
"$ORCLs backlog ($523B) absolutely dwarfs its trailing revenue (9 larger) while $MSFT $GOOGL and $AMZN sit at normal diversified ratios. Most of $ORCLs backlog is just OpenAI commitments and the company is spending $50B in capex (75% of revenue) to keep up. Meanwhile OpenAI is under pressure after Gemini X and may not fulfill those obligations"
X Link @ArchegosIntern 2025-12-11T19:27Z XXX followers, XXX engagements
"$ORCL backlog has reached $523B driven by deals with OpenAI $META and $NVDA. Management expects 3040% gross margin for Oracle Cloud Infrastructure. $ORCL is making the right bet and theres no doubt the backlog will continue to grow"
X Link @danielisdizzy 2025-12-11T18:15Z 14.7K followers, 1631 engagements
"Oracles AI Cloud Boom Just Got Real $523B Backlog Alert ORCL Stock Analysis"
YouTube Link @smartwealthwithj 2025-12-11T18:00Z XXX followers, X engagements