Market is pricing in the most optimistic scenario for Oracle: Rothschild and Redburn's Alex Haissl

is about 40% below where we are right now. We got the analyst behind the call. That is Alex Hazel joining us now live from London.Alex, I'm sure uh you've received some choice and colorful comments to your email inbox today. Uh but you call it as you see it. We appreciate it.What is the basis of this call. Um yeah, first of all, thanks for having me on the show. The basis is really we see like big headline figures in terms of like order wins and also revenues but our work really shows that the value uh subs ...