Thread regarding Oracle Corp. layoffs

Oracle's Selloff

Oracle ran up hard into late 2024 on AI and cloud optimism, pushing valuation well above its historical range. As rates stay higher for longer, the market is rotating out of expensive AI-adjacent names and back toward near-term cash flow certainty.

At the same time, Oracle's cloud growth narrative is under scrutiny. OCI is growing, but not fast enough to justify premium multiples versus hyperscalers like AWS and Azure. Any hint of slower bookings, margin pressure from data center spend, or conservative guidance has been enough to trigger derisking.


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| 2303 views | | 7 replies (last February 24) | Reply
Post ID: @OP+1kj1babsc

7 replies (most recent on top)

@jb

Well, actually it was just over 5 months to go from 345 to 140, but whatever...

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Post ID: @qf+1kj1babsc

SAAS-margeddon effect

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Post ID: @jr+1kj1babsc

Six months to go from 315 down to 140. Impressive!

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Post ID: @jb+1kj1babsc

If you really want to inverse it, humans could be the batteries. We just do not yet understand how to harness or convert that power output in a meaningful way. Possibly it would look similar to how it is depicted in The Matrix, where vast stores of humans collectively generate power rather than any single individual mattering.

Right now it sounds like science fiction because, biologically and thermodynamically, we do not know how to do it efficiently. But many breakthrough technologies looked impossible until the underlying mechanism was discovered.

The Matrix concept is less about literal machinery and more about scale and aggregation. If there were ever a way to translate human biology or activity into usable energy at massive scale, that would represent the kind of breakthrough that would fundamentally change how AI grows.

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Post ID: @hg+1kj1babsc

@gx who is supposed to pay O for that, OpenAI?

After SA stepped in it at a recent talk he gave where he compared/contrasted energy requirements between an AI query and raising a human to adulthood, I would be shocked if Open AI still existed as a separate entity by the end of the year. He's being eviscerated for that on X and other platforms.

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Post ID: @h9+1kj1babsc

OK. But Oracle is owed billions and billions of dollars for data center constructions. That money will surely help.

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Post ID: @gx+1kj1babsc

ORCL could get under $140 soon....

Let that sink in.

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Post ID: @gs+1kj1babsc

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