John Blank remains skeptical on Oracle's (ORCL) substantial weakness into Thursday's earnings even though the stock took a beating from last year's highs above $300. He weighs concerns on bullish expectations pointing to Oracle delivering on its massive backlog while it juggles ballooning CapEx. Another key concern John has: competition from already existing Big Tech giants that include names like Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN).