- I still disagree with Denmark comparison, is it some tech advanced nation building our future? Maybe we all should move there? Why not comparing to individuals’ net worth “can you imagine annual data center spend in the US just passed Musk’s net worth”? It’s meaningless is what I’m saying. - 14% margin is not terrible, it’s after subtracting massive capex, right? So all it proves is that this field is profitable. And what is Oracle’s net margin and its dynamic, it’s pretty good isn’t it? On par with retail and other low margin businesses? Are you saying that Costco’s under 3% net margin is low, yet Oracle’s 30% net margin is terrible? Yet, Costco’s PE is 25% worse than Oracle’s, and nobody is yelling about Costco’s market cap, it’s Oracle that is still overpriced at the levels of November last year before any RPO announcement, right? Oracle isn’t pure AI business, it is becoming a classic CSP vendor, their buildout isn’t specifically for Openai, their plan is stay competitive and take market share of AWS, GCP, Azure. Anthropic and Openai are startups, they need to work their way up to attract customers, diversify into more products and increase revenue, and that should be their investors’ concern, definitely not Oracle’s, because if one such startup goes under, the other companies will fill up the capacity, compute consumption is always increasing. Remember people on here were dooming Reddit at the time of IPO, as if it makes no money and will go bankrupt? Look at where it stands now, and it’s not diversified at all. You seem to be focused only on a few companies which get a lot of negative manipulative feedback on the internet, while mentioned “a lot of companies with terrible margins”, maybe try doing the actual research and apply common sense with your own (not manipulatively induced) opinion? There are public companies and startups incorporating and/or offering AI solutions, which translates to either higher profit or competitiveness. Nobody wants to go out of business by missing out on investing into the future. - AVGO CEO did mention margin contraction, but my question is given that ER and guidance significantly exceeded highest expectations and what exact margin contraction? like from gross 78% to 77%? Is that enough for a daily drop of 16%??? And it has nothing to do with Oracle as by the time of the bloomberg announcement, AVGO already nosedove. - Not sure what AI bulls are doing, I’m not following them. I’m just a common sense investor and go long on the companies I personally like or sit out with cash, and those I don’t like - I just avoid as you never know what next turn manipulation would make. - Oracle’s debt hasn’t peaked in terms of historical debt/asset ratio and given that revenue and net income shows positive dynamic, I tend to believe the bond market and narrative around the company is a manipulation tactic by institutioms, while unsure the ultimate strategy - maybe increase volatility and trading activity across all equities to pocket huge commissions?

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At orcl's current PE the market seem to be discounting all future cash flow from openai. So, it seems that the news of delay in data center buildup and subsequent decline in stock price is indicating growing risk of orcl going bankrupt if openai defaults. In other words, orcl wont be able to sell excess capacity or even if they do, it will be pennies for a dollar that is currently expected. Do you concur? Their cloud revenue is growing 34% a year, higher than aws and perhaps even gcp. Their cloud infra revenue is up 66% and gpu related revenue up 177%. The demand for gpu and capacity is insatiable. But the market is speculating its transitory

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