Does Oracleโs use of threatening Force Majuere have any teeth? Courts usually take these claims quite literally, and wiggling their way out of large looming payments does not sound like it meets the test? Thoughts @biancoresearch@pboockvar@DougKass@LawrenceLepard@Convertbond
@LawrenceLepard@NickNemo17 LL. Watch the interview/ chat that Steve Eisen did with a former state insurance regulator , very informative and revealing. Lots of balance sheet fuckery
@spomboy Yes totally agree, so what would be a spark that lights the fuse on this powder keg? Cancellation of a few data centers,after some sane rational CEO realizes they doesnโt need all this compute horsepower? If thatโs the case then any tier 2,3,4 etc subcontractor is toast