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12 replies (most recent on top)
@b1 plenty of downside left while it is still at $130.
Ouch. Closed at 130.57. Down $12.67 (8.82%)
My effort is down because they didn’t renew my RSU. I just vibe code for two hours and play video games the rest of the time while I apply for new jobs
ORCL's credit rating was downgrade to BBB-. (one notch above "speculative")
The street is catching on.
Just dropped below 130. DIVE, DIVE, DIVE!!
Oy.
Might have to do another downsize to my mega-yacht collection.
This is so tiresome.
I mean, I already went from a $490million, 454ft. mega-yacht (Bon voyage, Rising Sun!) down to a very spartan and reasonably priced $160million 288ft. mega-yacht (Bon jour, Musashi!...79th largest yacht in the world, but who's counting?) so that's quite the sacrifice I've made, let's be real.
https://luxurylaunches.com/celebrities/larry-ellison-downsizing-superyacht-02022025.php
When will the personal suffering ever end?
I give and I give and I give, and yet, it's still never enough!
What's a multi-billionaire to do??
I've had quite the interesting rags to riches life, wouldn't you say?
https://en.wikipedia.org/wiki/Larry_Ellison
On September 10, 2025, I was briefly the wealthiest person in the world, with an estimated net worth of $393 billion.
I sure showed THEM!
Power and prestige are very important to me.
Did I mention that I own 98% of one of the Hawaiian islands, Lānaʻi?
Because I do!
According to Wiki, I've been described as a contemporary American king on Lāna'i, which was my primary residence from 2020 to 2023. Covid was a b!tch, amirite? Anyway, they say there's a provision in my rental agreements with those on the island that stipulates that anyone who loses a job with my company may also be evicted from their home, and many people both work for and rent from me.
https://en.wikipedia.org/wiki/L%C4%81na%CA%BBi
But I'm a nice person, I really am!
Why don't you believe me?
If I say I'm nice, then I'm NICE, and there's no two ways about it, do I make myself clear?!
I'm sorry, did you say something?
::::checksTheDow::::
Ooops! Gotta run!
ORCL is dropping like a rock. 130.43 now, down almost $13/share. Where's the bottom?
Investors are finally calling BS.
Coreweave (CRWV), another highly leveraged superscaler, is down 15% today. The yield on $1.25B of their 2032 bonds closed at over 14%. Do the math.
Oracle's debt is now astronomical. Over 20 billion in capex in Q1 FY27 alone. Our bond yield is now in the mid 8% range. Our cashflow is negative. Everything rides on our datacenters being delivered on time (they are already behind schedule) and the increasingly remote possiblility that OpenAI can meet their revenue obligations with us.
CRWV and ORCL will probably be the first dominos to fall triggering the inevitable popping of the AI bubble.
Been calling 125 by 11/1. Shorted it when I was RIFd. So easy to call this one.
Oracle is the equivalent of Lehman Brothers
To me, this is explained using a very simple visual. Think of Oracle as just another t*rd floating around in the cesspool of AI-related tech stocks.
HTH