Oracle is fundamentally weak (flat real revenue, disorganized) and overvalued; stock should decline further from current levels.

I must be clear Microsoft sales teams are there's only one level higher of more annoying and that's Oracle and Oracle is a whole other problem

there's only one level higher of more annoying and that's Oracle and Oracle is a whole other problem but now they've divorced themselves from the exclusivity agreement with open AAI which only makes it worse because now OpenAI needs to spend 138 billion over eight years with Amazon 20 billion with Cabus 22.4 4 billion with core. We have 300 billion plus with Oracle.

Look at Oracle stock. It's down 70% still on the mat even as as uh software stocks are bouncing. Yeah, Oracle has caught no bounce.

The reason I brought up meta was not not to be argumentative is you'll notice that Meta didn't grow like gang busters. Oracle did, open AI, um Microsoft did.

Oracle when I that story came out cuz Nvidia was going to invest 100 billion in open AI. It didn't happen. When that came out, Oracle did a tweet that was that was saying something along the lines of, "We have no concerns over our financial situation with OpenAI."

Oracle will just randomly post up be like, "Starate Abene's going great." And you can basically just take the opposite of whatever it's saying.

Oracle signs this massive deal with OpenAI. Like a week later, she's like, "See you. Yeah, we're you're going to have two CEOs now. Let these guys deal with this. I'm going to go sit back here," right?

And so Oracle also has to keep raising money. Oracle is still, I think, in the process of doing their mass share sale. You But you must So, but you must be heartened by the fact that the stock market is treating Oracle differently than it's treating Alphabet.

A major hyperscaler has its debt downgraded. Allah Oracle.

Oracle shouldn't trade at whatever. If it's anything above $40, it should Oracle's revenue has been flat for 15 years when you adjust for inflation. Like what? Like this dog of a company.

I'm surpris they are the only one of them I'm certain would get bailed out.

Stock's down like 65%. I mean it should go lower. It suck. Oracle is a horrible company. They also fired a bunch of people and I know this from sources that deal with contract renewals which is like the number one most important thing at Oracle.

And if they're firing those people, they're just kind of disorganized.