After years of uncertainty, TikTok’s U.S. operations may finally be resolved. But the real story here isn’t TikTok it’s $ORCL (Oracle Corporation)
🔹 Oracle becomes essential, not optional
In the new structure, Oracle is not just a cloud provider. It will:
1. store all U.S. TikTok user data
2. secure the platform against foreign access
3. oversee how the U.S. version of TikTok operates
This moves Oracle from a background service role to a core, trusted partner.
🔹 Control of the algorithm is key
TikTok’s success comes from its algorithm. Under this deal, the U.S. algorithm will be rebuilt using U.S. data, with Oracle responsible for security and oversight. ByteDance will no longer control the U.S. data or algorithm.
That gives Oracle a central role in one of the most powerful consumer platforms in the U.S.
🔹 Why this is valuable for Oracle
This deal is about position. Oracle is placing itself at the center of:
• government-approved tech infrastructure
• data security and compliance
• large-scale, high-engagement platforms
These roles are hard to replace and tend to last for years.
TikTok keeps operating, but Oracle becomes the backbone. This strengthens Oracle’s long-term position in secure cloud and regulated digital infrastructure, an area where few tech companies can compete.... Show More
In sfarsit, curg veștile bune despre Oracle. Stefan, ma gandesc ca acum Oracle va putea accesa si cota parte din profiturile TikTok, nu? Lasind la o parte rolul tehnologic al lui Oracle, acesta detine acum si un procent de 15% vad in postarea ta din US TikTok , corect? Multumesc! ... Show More Translate
Nicely written, I've been watching the company for a while, just waiting for the fall to stabilize, I would say a correction. And this is the news that could create support.... Show More
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