Happy "Oracle has lost more than 60% of its value since the peak one year ago" to all those who celebrate
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@gabrielesvelto please can you replicate it with, SK, Samsung, microslop, Nvidia, etc 🥺🥺🥺🥺🥺
@Noxie Microsoft and SK are a bit lower than where they were one year ago, the others will come down eventually when the AI bubble bursts. Oracle will have a part in it since it pledged to buy a lot of hardware. Once it runs out of money to pay the others it'll be a really cool domino. 🍿
@gabrielesvelto me millennial having lived through recession after recession from my most early days, just waiting to watch the world burn 😅
@gabrielesvelto
It couldn't have happened to a nicer company.
@gabrielesvelto I want to see him permanently driven from his Hawaiian compound and the land reclaimed by natives.
@gabrielesvelto Is that thanks to, or in spite of AI?
@Scubyw my guess is thanks to AI. Oracle is massively indebted because of that, and they also have negative cash flows so they can't even buy back their shares to prop the price.
@gabrielesvelto
Wonderful!! I just received notice of my Oracle privacy settlement. I'm curious how much it is. Recently the one from Facebook was around $30. Can't remember exactly. That was for stealing all my data back in the Cambridge Analytica era. That's how long it took. 😐
Guess the Oracle didn’t foresee that.
@gabrielesvelto HELL YESSSS IM BRINGING OUT THE WINE
@gabrielesvelto is Oracle a currency?
@2003MugishaPhocit it is a large tech company that has heavily invested in AI and whose owner has been an enthusiastic supporter of the Trump administration
@gabrielesvelto okay,
And I have heard most Americans not supporting Trump,is it the same story with you?
@gabrielesvelto Each time I see these Oracle charts, I run a backup of my Oracle "Always Free" cloud instance. 🥲
@gabrielesvelto I'm imagining a world where you don't have to ship the entire language version in your .jar file because Oracle has poisoned the ecosystem. Small efficient downloads. It's a beautiful dream.
@gabrielesvelto Looks like investors are starting to question if Oracle will actually get paid for all the data centre buildouts they have been doing for the AI companies.
@gabrielesvelto Everyone not named Ellison should celebrate, but holy hell is that price still high.
Thank you Gabriele that is the sexiest photo I think I’ve ever seen.
Couldn’t have happened to a shittier human or a more useless piece of software.
@gabrielesvelto Thats great. I would buy at this level.
@gabrielesvelto looking at the longer term, they are still doing fine. But every bit helps....
@spaetz they're not doing fine because compared to the past both Oracle and Larry Ellison personally are heavily indebted. Oracle has debt/equity ratio close to 4 which is insane for a company like that. And all those debts are largely guaranteed by Oracle's share price. Their bonds are just one level above junk-level. If their share price drops more those loans are not covered by the collateral anymore and creditors will start feeling shaky about them. Also they destroyed their cash flow so they can't even buy back shares to prop the price. The only way for them is down.
https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101695609
@gabrielesvelto Wake me up when TSLA's P/E ratio moves from over 300 to something more like the long term average for the auto industry.
@gabrielesvelto At this rate, along with the Paramount/Warner Bros. mess, Larry will likely have to sell the Island of Lānaʻi
Heh. Coreweave (CRWV) and Nebius Group ( NBIS ) are also tanking. This could be Bad for AI.
@gabrielesvelto Oracle's flagship database is a needlessly complex piece of Ghosa which keeps hundreds of thousands of DB engineers needlessly employed.
@gabrielesvelto Guess they didn't see that coming!
@gabrielesvelto Will we see Ellison flayed by investors to get something of value out of him? Hmmm…
Anyone who enabled the Jan 6 coup attempt deserves the same fate
https://www.status.news/p/larry-ellison-2020-election-cbs-news-january-6
https://www.washingtonpost.com/politics/2022/05/20/larry-ellison-oracle-trump-election-challenges/
Anyone who fostered Project 2025 deserves the same fate
https://www.sfchronicle.com/tech/article/project-2025-oracle-19654875.php
https://www.nytimes.com/2023/04/20/us/politics/republican-president-2024-heritage-foundation.html
Anyone shilling for fossil fuel funded fascism deserves the same fate
https://arstechnica.com/information-technology/2024/09/omnipresent-ai-cameras-will-ensure-good-behavior-says-larry-ellison/
https://thebulletin.org/2025/06/trumps-ai-gamble-in-the-gulf-doesnt-put-america-first/
Anyone desiring a rightwing media monopoly deserves the same fate
https://www.americanprogress.org/article/paramounts-anticompetitive-merger-with-warner-bros-is-fueled-by-investments-from-regimes-with-deep-trump-ties/
@gabrielesvelto #Oracle is going bankrupt, hurray!
You ain't seen nothing' yet! Next year they default on their AI commitments. :-)
Pretty much already baked in!
@barbra and they're using Oracle shares to do a leveraged buy of Warner Bros too right? It could make for a really interesting domino if the share price gets too low
He (Larry) already has to give a personal guarantee against his own trust fund on one 16 billion loan. One more downgrade and it's junk status.
Of course, there will be those who will say "but on the dip! Big opportunity!" Hope they lose everything . My guess is broadly will buy the husk.
