in postORCORCLSHORTFIRST CALL

“the main losers are META MSFT ORCL neos which are chasing capacity on ripping component costs on completely undifferentiated arcs and no internal chip programs”

Oracle is a zero-sum loser in AI infra: FCF cratering from +$50B to -$20B, no internal chip program, chasing capacity at ripping component costs

ORCORCLSHORT@ $146.93

$128.31+12.67%

since call Jun 25

peak +22.6%

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