Right? Too much debt, too much reliance on data centers, too much of being used to fulfil the dreams of a nepo-baby, and very little of doing what we're actually good at. This company has seen its best days and is never going back to those times. And I can't emphasize this enough, it's not too big to fail. Which we'll all realize in the coming years.
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Welcome to the machine...PF
It’s going to be Chapter 11 but interest rates will sink refinancing, then Federal takeover on national security grounds - The good bits, DB & OCI will go to Space X the rest will be sold. Larry will retire on his island. Elision Jnr will be the next Rupert Murdoch via Skydance. In return, he’ll make sure Rubio or Vance is the next POTUS. Musk will remain compliant and support the regime.
Couldn't happen to a nicer bunch of sh.tbags.
@OP spot on. But I think most people don't under the complexity of the financial shenanigans and therefore don't understand how exposed Oracle is to potential failure right now.
What really boggles my mind though is how badly Larry messed this up. I mean he was late to the feeding trough provided by the bubble in the first place, so maybe had to drop his drawers too far to ink these "deals". Now the entire thing is goung pear-shaped and maybe for the first time in his life he's going to be a bag holder.