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Liyan 莉妍 ✌️
🚨 AI demand isn’t the question anymore. The real question is: WHO’S ACTUALLY MAKING MONEY FROM IT? 👀
Oracle is sitting on a massive $638B backlog, but now the market wants proof — how fast does that backlog turn into real revenue, and can the cash flow keep up with the huge AI infrastructure spending?
Adobe is facing the same test with Firefly and GenStudio. AI can drive growth, but can it boost revenue without crushing margins?
And that’s the bigger shift I’m watching.
#DailyOrbit
