Robert

Works In Technology, Market Watcher, Good Design, Smart People....Content counts. Views are my own and a retweet is not an endorsement. Don’t be a dick.

[Robert @chemrt]

The state of things right now...one distraction after another...

[Robert @chemrt]

@Reuters All that needs to happen is the US leave the region. Seems pretty simple tbh

[Programmer Humor @PR0GRAMMERHUM0R]

aiCompaniesRightNow

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

Is this a joke? Our oil reserves will run out by Labor Day? Someone impeach this clown

TRUMP: COULD HAVE BLOCKADE OF IRAN LIFTED BY LABOR DAY

[Roger @rdd147]

🚨 Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant restraints on spending to restrict costs. The company warns investors it’s the first time this has happened in Ai and something we never expected. The buildout costs aren’t sustainable to allow profitability to hyperscalers or end users.

$soxx $dram

[Former Congresswoman Marjorie Taylor Greene🇺🇸 @FmrRepMTG]

The United States of America is a sovereign nation.

Section 224 of the 2027 National Defense Authorization Act must be removed.

Our military should not be integrated in any capacity with a foreign country’s military.

Nor should we be funding it.

[Robert @chemrt]

@ShaykhSulaiman Why does he lie so much.

[Robert @chemrt]

@RangerApologist He didn’t win two championships on accident. He’s the real deal. Just had a tough year last year.

[Robert @chemrt]

@StevenEKuhn @joerogan @patrickbetdavid @ShawnRyan762 Seems like the same playbook in Gaza

[Robert @chemrt]

@Nostre_damus Yeah it’s ridiculous at this point or he’s trolling. Either way fuck that guy.

[Robert @chemrt]

@HealthRanger Is a new feature an explosive charge?

[Hedgie @HedgieMarkets]

🦔Oracle is cutting 30,000 employees by June 15, roughly 18% of its global workforce. Revenue grew 22% to $17.2 billion last quarter. Cloud revenue jumped 44%. The AI segment grew 243%. Net income was $3.7 billion. The company committed $50 billion in capex this year for AI data centers and is a key partner in Stargate alongside OpenAI and SoftBank. Severance is capped at 26 weeks, unvested stock is forfeited, and Oracle turned down workers who petitioned for better terms.

My Take
Oracle just posted some of the best numbers in its history and fired 30,000 people in the same breath. Revenue up 22%, cloud up 44%, AI up 243%, and the response was to cut nearly one in five employees so the savings could go toward data center capex. A $3.7 billion quarter and the company still chose infrastructure over the people who built the business that produced those numbers.

Oracle is also pumping capital into Stargate with OpenAI and SoftBank while those 30,000 workers hear their roles no longer fit. Remaining performance obligations jumped 325% to $553 billion, the largest contracted backlog in the company's history. Workers asked for better severance from a company that cleared $3.7 billion in 90 days and Oracle refused. You can have record revenue, record backlog, and record AI growth, and still lose your job because the capex budget needed your salary more than the company needed you.

Hedgie🤗

[Robert @chemrt]

@RT_com But I thought their navy was destroyed

[Robert @chemrt]

@WhiteHouse You have literally done everything you said you wouldn’t do. You’ve enriched your family, pardoned PDf, protected PDFs. Worst president in the history of the United States

[Robert @chemrt]

@mattyclatt @vcsgrizzfa2075 @GasBuddyGuy This!!! ^

[Robert @chemrt]

@epsteinsearchin That’s not even here! She’s somewhere else drinking umbrella drinks. She’s def not in prison. Doesn’t even look like her

[Joe Kent @joekent16jan19]

Netanyahu’s comments further demonstrates two fundamental truths that the Trump administration is not addressing:

1. We have fundamentally different objectives in Iran & the region than Israel does. Israel is determined to take out all threats & rivals, from Iran to Lebanon. They are comfortable with a brutal drawn out conflict. We are not, we want a deal with Iran & the SOH open. Our interests in Lebanon are very limited, we don’t want Israel’s war with Hezbollah to interfere in our negotiations with Iran.
We can’t be partners with a country that’s has an entirely different objective than we do.

2. Iran believes they are winning by keeping control of the SOH & using Hezbollah in Lebanon, there is no lasting military solutions to either of these problems and we can’t win at the negotiating table with Iran controlling these two factors.

The best course of action is to walk away, deprive Iran of U.S. targets & their justification for their aggression in the Gulf & Lebanon. With Iran, use sanctions relief as a carrot to eventually get concessions once the SOH has reopened.

With Israel, drastically limit the military assistance we provide them to force them off the offense.

[More Perfect Union @MorePerfectUS]

Exxon is now warning that oil prices could go as high as $160 per barrel in the coming weeks as reserves are depleted.

The company's senior vice president says, "We're approaching unheard of inventory levels. I mean really, really low levels."

[Robert @chemrt]

@Forbes Doing what fuck heads?

[Robert @chemrt]

@sentdefender @LiveSquawk For the millionth time. Fuck him already. That stock manipulating cunt