Oracle's Tik Tok Deal as a Catalyst for a Tech Super Cycle

14 days ago

"And specifically looking at that, we have Oracle with their Tik Tok victory and the earnings super cycle that is ready to begin in February. The centerpiece of this bullish thesis is the massive catalyst coming later this month for Oracle. After years of legal limbo, confirmed reports state that Oracle consortium is set to finalize its takeover of Tik Tok US's operations on January 22nd, 2026. This deal is a gamecher not just for Oracle's cloud infrastructure revenue but for the broader tech sentiment proving that US big tech can secure massive geopolitical wins. This sets the stage for tech super cycle heading into February's earnings and of course oracles in March."

The insight focuses on Oracle's upcoming Tik Tok deal, highlighting how its finalization on January 22nd, 2026, could trigger a bullish tech earnings season in February. The speaker emphasizes that the deal will not only boost Oracle's cloud revenue but also positively impact broader tech sentiment, setting up a potential super cycle in tech stocks.

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