On the heels of Oracle's (ORCL) latest earnings report, Logan Gilland says it's all about the guidance. By "going all in on A.I." Logan says the "strong" forward guidance is backing up the early earnings pop. However, he cautions investors against chasing the stock despite the earnings beat. Logan weighs in on Oracle's plans for new cloud database products and adds that investors should pay attention to any softening taking place in companies like Nvidia (NVDA).