in postORCORCLSHORTFIRST CALL

“If coding is solved Shouldn't frontier labs take out software companies left and right”

AI solving coding lets frontier labs displace enterprise software incumbents, crushing ORCL's headcount, SBC, and pricing power

ORCORCLSHORT@ $181.26

$128.35+29.19%

since call Jun 19

peak +37.4%

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