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I am hearing from multiple sources inside Oracle that the company is planning thousands of job cuts. Potentially 20,000 to 30,000 roles across the board. This is to free up $8-10 billion in cash flow. All to fund massive AI data center expansion. US banks are pulling back from financing. Borrowing costs are rising fast. The cuts would be the largest in years. Bigger than the 10,000 layoffs in late 2025. They're also eyeing asset sales. Like the Cerner healthcare unit. Insiders say non-core units and data center-linked staff are most at risk. It's tied to big AI commitments. Including compute for OpenAI and other customers. Alumni channels are buzzing with worry. Headcount now around 170,000. If you're at Oracle, heads up. This feels like the start of major restructuring. Anyone in cloud or AI tech hearing similar? Or is Oracle just the latest?

AI selloff is an opportunity. Wall Street doesn’t get the long term. They didn’t get it with Tesla when they spent billions in cap ex to build Austin and China. Scaling rapidly involves large upfront capex. Patience as the AI revolution grows. Be grateful they make it less expensive to buy these stocks now. They won’t be cheap for long… $avgo $orcl $nvda $goog

BREAKING: BLOCKBUSTER MICROSOFT DATACENTER DEAL RESURRECTING THREE MILE ISLAND NUCLEAR PLANT Microsoft and nuclear plant owner Constellation have agreed to a massive, unprecedented deal to restart the closed Three Mile Island by 2028 to power its datacenters, per the New York Times. The deal? Microsoft purchasing as much power as possible from its 880 MW reactor over 20 years for prices rumored to be above $100 per MWh. Most famous for its 1979 meltdown, TMI closed in 2019 because of cheap fossil fuels and tech companies refusing at the time to consider buying its electricity to meet clean energy goals.