#consipracy

When you cannot consistently replace reserves (R/P), you buy it. Who's the next target now that the recent acquisitions have been baked into our street metrics?

Thoughts? It's all over the news. A bit too coincidental for one news to be discussed concurrently on every single MSM outlet. Seriously, like someone flipped a switch, a whistleblower tells us what a dozen folks before him did, and it's the opening news across channels with almost identical wording.

Thoughts?

Everything is a scheme for these guys. But is not happening here according to our trusted, reliable and honest leaders!

www.justice.gov/usao-ma/pr/eleven-indian-nationals-charged-visa-fraud-conspiracy

They haven’t been pushed out. They haven’t been removed from “power”. They have been given newly created positions.

Conspiracy, or coincidence?

Any normal person would have thought they would be sent off with the old guard, but do they know too much?

Oracle stock blasting off makes no sense. Yeah, the $455B RPO number is huge, but at the end of the day those are just cloud contracts. You know the cost of servers, you know the markup — margins are fixed. A bump was fair once the number went public, but “to the moon” is pure hype.

And really, is OCI suddenly the backbone of AI forever? Training demand might look endless on paper, but inference is a different beast. Betting everything on infinite training cycles feels a lot like Sun Microsystems right before the dot-com bubble popped.

Conspiracy theory: it almost makes more sense if Oracle’s endgame is to split in two — legacy gets run as a lean cash cow, while shiny OCI+AI is set free to chase a PE ratio as inflated as Larry Ellison’s net worth. If someone scoops up the legacy side, they’d basically crown themselves undisputed king of enterprise software overnight.