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President Trump announcing a short time ago that he will sign an executive order to extend the deadline for TikTok to find a buyer, and that will keep the social media platform up and running for another 75 days. In the post on Truth Social, uh, Trump said the administration has quote made tremendous progress on making a deal, but requires more work to get done. In a rare statement, Bite Dance, TikTok's parent company, responded to Trump's announcement saying Bite Dance has been in discussion with the US government regarding potential solution for TikTok US and an agreement has not been executed. There are key matters to be resolved. Any agreement will be subject to approval under Chinese law. This all comes as a flurry of other possible buyers coming out of the woodwork: App Lovin, Walmart, Amazon, uh, I don't where to begin with this, Corey. I like my view on this is like, this has been going on for six years. And of course, within 48 hours of announcing the the biggest tariffs that we've seen in hundreds of any hundreds of years in the US, biggest really step change ever in terms of tariffs. Uh, the same country that's really the source of his angst has a massive platform that they're trying to cleave off to the US. I, you know, I don't really know where to begin with where this ends in 75 days.

Let me provide a different lens for thinking about TikTok than the TikTok creators out there, of which I am one. And I'm I'm biased in a couple ways. What is my drill-down pod TikTok channel's been super successful if you believe that like going on there talking about stocks, talking about earnings and, you know, one minute, 30 seconds.

It's a huge place.

It's it's been a really, it's been positive. I've gotten a lot of response there and people are seeing our research in ways that they didn't wouldn't otherwise. I think of this as technology analyst as a data story, right? There's a there's a media story certainly. We see the thing in the top layer, which is what the media is, but there's a huge data story here because, um, unlike uh meta, which has its own data centers, unlike uh Google and YouTube, which have their own data centers, TikTok does not have their own data centers in the US. So, whose data centers do they use? Oracles. So, Oracle came to the data center business late. Amazon Web Services was already out there, Microsoft Azure was already out there, even Google was out there in size. IBM trying to find a way to the market. Google Oracle Oracle stock that I own and a stock that I cover some fully biased there, and I actually like those people a lot. Even greater bias. Um, I can sell the stock. I can't get rid of those friendships. But um, Oracle came to this data center business late and they needed a big tenant. And they needed a tenant to to push out the architecture that they imagine would be very successful for other companies, but they need a lot of money to do that. So TikTok US was the engine of Oracle data center growth. And so when you see Oracle emerge as a name here, and you see Amazon emerge as a name here, it's not because Amazon wants to sell stuff on TikTok, sure they do, but they want to take that data business away from their competitor, Oracle. It's telling the world Amazon Web Services sees Oracle as a real competitor right now. And Oracle knows this too. So Oracle wants to be part of a deal. And so what I expect and and Safra Catz, the wonderful CEO of Oracle, was part of the Trump transition team in 2016. I was in the uh in the atrium of Trump Tower on in 2016 during the transition. And it was with a bunch of people, a bunch of reporters there and cameras there. And I look and I see Safra Catz walking in and she walks over to me. Hi, Corey, what are you doing here? I'm like, what are you doing here?

Yeah.

Well, she was going up for a meeting.

Larry Ellison of course.

Um Larry was not in that meeting. There was a meeting.

Not that meeting, but you know, he's in the orbit. Yeah.

So, Larry Larry's super close uh with President Trump, big supporter of a lot of Republican policies. So is Safra Catz, strong supporter, is really strong supporter of President Trump. And so I think that Oracle's got a seat at the table. And they need a seat at the table.

And you think a deal's going to get done.

A deal's going to get done. What I expect my guess, I'm guessing, but is that um, Bite Dance is not going to let the algorithm out, but they might lease it. So, they lease the algorithm. There's some media buyers. I don't know if it'll be App Lovin. That'd be interesting. It's an interesting company, but um, there'll be some media buyers. There'll be some somebody rando, and Oracle will be there as part of the deal, making sure the database center business stays in the Oracle data center. All right, 75 more days. I guess we'll find out uh if that all works out. We keep TikTok here.