Oracle stock rally: Here's what adds up (and what doesn't)

I I want to ask about Oracle in particular because Oracle seems like it's on top of the world right now, right. It's been, you know, it looks like it's going to get part of this US slice of Tik Tok. Um it's been signing these new deals.There's the whole Stargate situation. Um but it sounds like you have some reservations about all of that. Yeah.So again, let's separate what's uh what's real valuable and and what's uh a little bit of a speculation. Uh Oracle getting the Tik Tok business is a windfall. uh the ...