Is Oracle the first in the AI bubble to pop?
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Not really. It just had a huge surge exactly one year ago. Oracle is also heavily in healthcare software and losing market share to Epic.
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Not really. It just had a huge surge exactly one year ago. Oracle is also heavily in healthcare software and losing market share to Epic.
All of the big AI trades had a huge surge in the last year, orcl is vulnerable because of how leveraged it is.
Also, Ellison sucks
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Ellison over leveraged himself using oracle stocks and then oracle also went and over leveraged themselves. However kedrosky says that there’s a good chance the bond markets will be the harbinger, and while I’m not following closely it does seem that there’s rumbling there.
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