And let's zoom in on Oracle now because it is surging after giving that robust forecast for its cloud infrastructure business expecting cloud infrastructure revenue to grow 77% this fiscal year. Joining me now is Jackson Ader, Key Bank Capital Markets managing director and equity research analyst and an RA Bloomberg intelligence analyst. Guys, it's great to see you.Thanks for being here. Thanks for having us. Jackson, I want to start with you because again the size of a company like Oracle having a move lik ...