3 ms·

https://www.ft.com/content/d2fd7846-9e79-431c-a91e-06cea8c809b6 https://www.ft.com/content/d2fd7846-9e79-431c-a91e-06cea8c80... Morgan Stanley thinks you shoul

https://www.ft.com/content/d2fd7846-9e79-431c-a91e-06cea8c809b6 https://www.ft.com/content/d2fd7846-9e79-431c-a91e-06cea8c80... Morgan Stanley thinks you should short Oracle

spwa4 11mo ago
Don't the cross-investments mean that if any of the AI behemoths (of which, perhaps surprisingly, Oracle is one) goes down, they all go down? Sundar Pichai even went on the front page of the BBC to state as much, and that despite Google probably being the most insulated of the bunch. https://www.bbc.com/news/articles/cwy7vrd8k4eo https://www.bbc.com/news/articles/cwy7vrd8k4eo