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🤖 $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
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