ORCL 这一页 3 条观点条目，其中 0 条方向发生变化。
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。
甲骨文是那种肮脏的数据中心股票，其信用违约互换持续飙升，因为人们认为他们承担了太多债务，违约风险很高。甲骨文股票的表现也不太好。如果你看看甲骨文股票从峰值到现在的143/351，这与Bloom Energy在350年代中期的高点几乎相同，那已经下跌了近60%。这主要是因为他们的债务。
Oracle is, you know, the dirty sort of data center play whose credit default swaps continue to skyrocket because people think they're taking on so much debt, there's a high risk of default. Oracle stock has not exactly been doing them any favors, either. If you look at Oracle stock peak to where it is now at 143 / 351, which is eerily the same almost the same top that you had in in the mid 350s range over here for a Bloom Energy, that's down nearly 60%. Uh and it's mostly because of the debt they're taking on.
Oracle 正在以三年期 4.5 和十年期 5.7 的利率筹集资金。
Oracle's raising money on a three-year at 4.5 and on a 10ear at 5.7.
嗯，让我们看看收入，收入，哦，他们与 Oracle 有合作关系，这也非常有趣。而且 Oracle 获得了以 113 美元购买 300 万股股票的选择权。哦，他们真幸运。好吧，为他们高兴。
所以，他们在这些认股权证上赚了不少。那非常好。所以，他们在那里做了一笔好买卖。
uh let's see here revenue revenue oh they have a partnership with Oracle that's also Very interesting. And Oracle got options to buy 3 million shares at 113. Oh, lucky them. Okay, good for them. So, they're nicely up on those warrants. That's very good. So, they made a good buy there.