@JungleReportFi You have no idea what you’re saying. If that’s the case they wouldn’t have guided FY30 $21 EPS, positive free cash flow in 2nd half of FY28 and a self sustaining business and capex in FY29. Do your research and not just speculate.
@TheWiseIC Microsoft did not back out of any deal, they just didn’t renew contracts on older GPU used for Bing that’s probably a rounding error in Oracle revenue. Stop spreading misleading stories. Why do you think the stock bounced back immediately after falling on headlines?
@JohnTinsmanAOT Oracle is not responsible for panic sellers. That’s even great for the stock. They literally announced this last week during investor day.
@CarsonTalkMoney You clearly had no idea what you’re talking about. They didn’t say they were done. In fact, this is exactly what they announced last week. They’re just executing on it.
@optionscjp Pretty much everyone invested in equities right now is betting big on OpenAI. If you think that whatever tech stocks or AI adjacent stocks you own right now is going to be safe if OpenAI doesn’t meet its obligations, I’ve got a rock you can purchase.
Bought more $ORCL the past couple of days after the fake AI bond yields scare. Took the opportunity to add to my position at these low prices. See you in 2028 and beyond.
@TomaszOracz@EdrowScape@edzitron Yes, because you can’t cry wolf all the time when an AI company is involved and expects me to believe you without proof. That’s exactly what @edzitron does.
@EdrowScape@edzitron What’s your counter argument then? Bring real factual proof instead of a baseless statement or opinion. If you don’t have any, then I trust the words of someone who’s actually in the computing business over a YouTube/podcast influencer.
@edzitron Wow, it’s so pathetic of you to label this as a “first dead AI startup” in your “bubble” thesis when this company got killed long time ago when Google hired all its big talents. What do you expect? lol
@TheBurritoLion@nicdunz I’m not talking about anything else other than their newly released AI model. I’m an engineer and one thing I dislike is whenever Meta or Google release a model they get accused of benchmaxxing without trial and never with OpenAI or Anthropic models.
@TheBurritoLion@nicdunz Or just maybe you’ve convinced yourself that Meta can’t possibly create a product that people actually love. You should maybe try it instead of judging from far away.