RamenPanda
RamenPanda
$ORCL
+2.77%
Why is $ORCL down 30% in the past month? Because Oracle is taking on the most aggressive capex plan in the industry & funding a data center buildout that is outsized relative to its revenue base. When you tie ~$500B of future obligations to one counterparty in OpenAI then the

Shay Boloor

Why is $ORCL down 30% in the past month? Because Oracle is taking on the most aggressive capex plan in the industry & funding a data center buildout that is outsized relative to its revenue base. When you tie ~$500B of future obligations to one counterparty in OpenAI then the https://t.co/UPhE5kOUMq

Shay Boloor
From X

Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.

6