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Oracle earnings beat: Is AI the growth driver?

$Oracle (ORCL.US)$ reported robust AI-driven orders, with both revenue and earnings exceeding expectations by over 20% last quarter. The company raised its guidance for the next fiscal year.
1. Oracle's cloud business exceeded expectations, do you see this as short-term gains or long-term trend?  
2. At current valuation levels, would you chase the rally or wait for pullback?
$Oracle (ORCL.US)$ reported robust AI-driven orders, with both revenue and earnings exceeding expectations by over 20% last quarter. The company raised its guidance for the next fiscal year.
1. Oracle's cloud business exceeded expectations, do you see this as short-term gains or long-term trend?  
2. At current valuation levels, would you chase the rally or wait for pullback?
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