Postaus

Oracle and Adobe earnings are on my radar, but I’m watching them for completely different reasons. For Oracle, I want to see whether all the excitement around AI infrastructure is still translating into stronger cloud demand. Companies are spending heavily on computing capacity, and Oracle has positioned itself right in the middle of that buildout. Adobe is a different story. Its challenge isn’t building AI infrastructure it’s proving that AI can strengthen its software business. With generative AI becoming easier to access, I’m curious whether tools like Firefly can bring in new users and revenue while protecting the value of Adobe’s existing products. Personally, Adobe is the more interesting test for me. We already know companies are willing to spend billions building AI. The harder question now is whether software companies can turn AI into something customers consistently pay for. #OracleAdobeEarnings $BTC