ORCL, the top is inOracle CorporationBATS:ORCLMurderHamberderI understand we're seeing a rotation from compute to connectivity, and that companies like MDB, SNOW, and ORCL are bound to pump based on inflows. HOWEVER, seeing a company miss on both EPS and REV and then pumping 42% after is kind of ridiculous. WHY did it do that? Because they "have $144B backlog" but do they really? And how is that being calculated? For example, if a customer has a contract and you assume they'll keep it for 20 years, how much of that is priced in here with that backlog number? I am taking 10/17 ORCL 290P as I expect a move back to 275. At that level, I may re-evaluate.