TikTok deal is great for both national security and Oracle, says Intelligent Alpha's Doug Clinton

National Security & Data Control - The deal aims to address national security concerns by bringing TikTok's US user data to Oracle servers within the US [3][4] - The primary concern was China's access to user data and potential misuse, including tracking individuals in the US [3] - The agreement seeks to alleviate concerns about potential Chinese government influence on the content displayed to US users [7][10] Algorithm & Content - The core functionality and user experience of TikTok in the US are not expected to change significantly [5] - There might be subtle changes in content, potentially with less controversial or political content being shown to US users [6] - There is speculation about whether the Chinese government previously influenced the algorithm to promote specific content [8][9] - It's suggested that the algorithm will likely be optimized for user engagement, similar to platforms like Facebook and YouTube [9] - There's a possibility that the full extent of any past algorithm manipulation by the Chinese government may not be fully revealed [13][14] Oracle's Position - The deal is considered beneficial for Oracle, potentially improving its narrative in the AI sector [4]