The Compound 对 $ORCL 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
我必须明确一点，Microsoft 的销售团队……只有一层比这更令人厌烦，那就是 Oracle，而 Oracle 是一个完全不同的问题。
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
只有一层比这更令人厌烦，那就是 Oracle，而 Oracle 是一个完全不同的问题。但现在他们已经解除了与 OpenAI 的独家协议，这只会让情况变得更糟，因为现在 OpenAI 需要在八年内向 Amazon 花费 1380 亿美元，向 Cabus 花费 200 亿美元，向 Core 花费 224.4 亿美元。
我们与 Oracle 的合同超过 3000 亿美元。
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.
看看 Oracle 的股票。它仍然下跌了 70%，躺在地上，即使软件股正在反弹。是的，Oracle 没有抓住任何反弹。
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.
我提到 Meta 并非为了争辩，而是注意到 Meta 并未像 Oracle、OpenAI 或 Microsoft 那样强劲增长。
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.
当 Nvidia 拟向 OpenAI 投资 1000 亿美元的消息传出时（该交易未达成），Oracle 发推称对与 OpenAI 的财务状况没有担忧。Oracle 会随机发布类似“战略进展顺利”的内容，基本上可以将其言论反着理解。
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 与 OpenAI 签署巨额协议后约一周，拉里·埃里森表示将设立两位 CEO 来处理此事，自己则退居幕后。
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?
Oracle 也必须持续融资。我认为 Oracle 目前仍在进行大规模股票增发。但你应该感到欣慰的是，股市对待 Oracle 的方式与对待 Alphabet 不同。
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.
一家主要超大规模云服务商的债务被下调评级。也就是 Oracle。
A major hyperscaler has its debt downgraded. Allah Oracle.
Oracle 不应以任意价格交易。如果股价高于 40 美元，考虑到剔除通胀因素后其收入已持平 15 年，这是一家糟糕的公司。令人惊讶的是，它是这些公司中唯一确信会被救助的一家。
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.
股价下跌了约 65%。我的意思是它应该跌得更低。这很糟糕。Oracle 是一家可怕的公司。他们还解雇了一批人，我从处理合同续签（这是 Oracle 最重要的业务）的消息源得知这一点。
如果他们连这些人都在裁撤，说明公司内部相当混乱。
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.