Insiders cancelled planned sells recently, founders just came back to the board, and their fund invested $40 million. One of them bought $3 million in shares personally too.  That, plus the way they're leaning in to the meme frenzy on socials seems to indicate they're not planning an offering any time soon.

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I have none. I averaged down and now I’m hoping someday I can get out without losses or a small plus.

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^ This. Plus forward PE of NVDA 30s with even more powerful moat. Also credit conditions and Fed policy are polar opposites: https://fred.stlouisfed.org/graph/fredgraph.png?g=1L3YT&height=490 https://i.imgur.com/qqQcLaM.png Today: https://fred.stlouisfed.org/graph/fredgraph.png?g=1L3Va&height=490 https://i.imgur.com/lwFwi7r.png

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Yeah it’d all be integrated, but Oracle already provides cloud service to TikTok. So it wouldn’t make sense to have to migrate all that data. Plus the Oracle CEO has cozied up to 🥭 admin. So it’s likely Oracle gets the grace.. at least I hope so..

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$500 billion cloud-rental revenue for a company like Oracle would likely translate into around $100 billion in spending on computing infrastructure and five gigawatts of data-center capacity. Nvidia CEO Jensen Huang recently told analysts that a single gigawatt data center would require around $35 billion in spending on his company’s hardware—plus $15 billion on additional components—and he expected future “AI super-factories” would require multiple gigawatts of power.

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If the bonds start paying out less interest you will get a smaller dividend. That is determined by the bond auctions.  The share price will remain at around 100 plus the mtd interest accured regardless of fed fund rate.

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Here you go, it’s one of these. I like to stay very anonymous on Reddit. Industry / Sector Key Drivers Behind Price Falls Notes & Examples Metals & Ferrous Metal Processing Overcapacity, weak global demand; falling commodity input prices. In China, production price inflation for metals has dropped significantly. Chemicals High investment & capacity, falling downstream demand. Chemical producers are seeing moderate‐to‐significant price declines, especially where input oversupply meets weakening demand. Steel Similar story: global supply glut + falling demand from construction/real estate sectors. Chinese deflation in steel is putting pressure on global steel prices. Textiles Saturated production, weak consumer demand, plus cost pressure. Textile sector in China has moderate investment but showing price falls. Automotive Industry Price wars, overproduction, weak consumer purchases. Also, falling input (metal, electronics) costs feeding through. Automotive sector in China is one such example with falling producer prices. Solar / Photovoltaic Manufacturing Massive capacity, aggressive competition, falling margin leads to price cutting. Chinese solar panel manufacturers have taken big losses; oversupply is a serious issue. Electric Vehicles (EVs) / Batteries Competition leading to aggressive price cuts; component input price declines; scale effects

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For sure. But that'd be ok. Plus I've been sworn off all debt for a good while now. Id just sit back anf sip my coffee.

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You’re right, a 0.25% cut alone isn’t earth-shattering, but markets don’t just trade the number, they trade the signal. It tells investors the Fed is finally easing up, liquidity might flow again, and suddenly risk feels safer. Add the AI excitement on top and you get a mix of optimism that pushes markets to highs. Feels a bit stretched, sure, but sometimes it’s less about today’s math and more about the story people want to believe and right now that story is cheap money plus a tech boom.

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$500 billion cloud-rental revenue for a company like Oracle would likely translate into around $100 billion in spending on computing infrastructure and five gigawatts of data-center capacity. Nvidia CEO Jensen Huang recently told analysts that a single gigawatt data center would require around $35 billion in spending on his company’s hardware—plus $15 billion on additional components—and he expected future “AI super-factories” would require multiple gigawatts of power.

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