https://x.com/edzitron/status/2015968336669245688
TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell Cerner to keep up with the debt on the data centers it’s building for OpenAI. It also says multiple US banks have pulled back from Oracle data center deals.
"To prepare for the big one, I understand that daily stretching, for weeks if not months, is recommended. That, and an intent to relax. Remember, the skids probably won’t be greased and, more likely than not, entry will not be voluntary."
And speaking of preparation, don't forget to restock on Astroglide.
To prepare for the big one, I understand that daily stretching, for weeks if not months, is recommended. That, and an intent to relax. Remember, the skids probably won’t be greased and, more likely than not, entry will not be voluntary.
Nobody wants to work for Oracle, except for money grubbers.
Founder loosing his mind.
So even with upcoming RIF, Oracle can't stand up.
They are really crazy and irresponsible about managing. It’s going faster and faster to self destruction. Who will take care and responsibility?
Of all the major Hyperscalers, ORCL was the only ones that need to lever to do this pipe dream.
META has just about burned through it cash, could be next.
ORCL now under $163.
Could be under $150 by 2/15/26.
Unsustainable with the debt level accrued.
Oracle health will be the only Pilar to get traction with AI. Have 1000s of AI templates won’t make an impact.
Something's gotta give!
Oracle bohica rating up, 9.75 / 10.0
Not going to question the potential for layoffs at Oracle. I do think it would be very difficult to sell off Oracle Health right now while trying to bring a new EHR to market.