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Oracle's mega moves in the market (cpl hundred $B in market cap),due to their claim that OpenAI was doing a multi-year commit to move much of their workloads to

Oracle's mega moves in the market (cpl hundred $B in market cap),due to their claim that OpenAI was doing a multi-year commit to move much of their workloads to their cloud ... likely a heavy revenue play rather than profit... with an aspiration to push as much CapEx deprecation to out years as possible (btw Oracle where is all the capex?) AKA Financial aengineering... just shows how overly leveraged this bubble has become. The Economist recently featured a piece pointing out that it's no longer risk that drives the market but a balance of fear of loss and fear of missing out (https://www.economist.com/finance-and-economics/2025/08/06/want-better-returns-forget-risk-focus-on-fear https://www.economist.com/finance-and-economics/2025/08/06/w...). FOMO is out of control right now

jakeinspace 1y ago
This Oracle surge and revenue predictions really feels like jumping the shark. I mean, it's Oracle.... I've never felt confident enough to bet against a company, but a short position on Oracle may well be too tempting for me.
- brookst 1y ago
  I lost money betting against Oracle. It taught me to never underestimate the power of a sales and marketing organization, even if the product they’re selling is technically backwards.
- andsoitis 1y ago
  You probably saw in the news yesterday that Oracle stock shot up because they are scoring large AI deals: https://www.wsj.com/business/earnings/oracle-stock-orcl-ai-deals-047216cd https://www.wsj.com/business/earnings/oracle-stock-orcl-ai-d...
fidotron 1y ago
> FOMO is out of control right now Exactly. The whole stock market is currently behaving like the crypto bubbles.