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Is Oracle the first in the AI bubble to pop?
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cat_fishing feddit.online cat_fishing@feddit.online
Joined: 2026-02-05
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47   Original
13igtyme startrek.website 13igtyme@startrek.website
Joined: 2026-09-21
#2 · (edited) Quote Reply

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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Bustedknuckles lemmy.world Bustedknuckles@lemmy.world
Joined: 2023-07-04
#3 · Quote Reply

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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DrSleepless lemmy.world DrSleepless@lemmy.world
Joined: 2023-06-09
#4 · Quote Reply

We can only hope

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CompactFlax discuss.tchncs.de CompactFlax@discuss.tchncs.de
Joined: 2025-02-14
#5 · Quote Reply

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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RiderExMachina lemmy.ml RiderExMachina@lemmy.ml
Joined: 2021-05-19
#6 · Quote Reply

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.

Dammit, I was trying to use bonds to ride out the AI bubble (╯°□°)╯︵ ┻━┻

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CompactFlax discuss.tchncs.de CompactFlax@discuss.tchncs.de
Joined: 2025-02-14
#7 · Quote Reply

Dammit, I was trying to use bonds to ride out the AI bubble (╯°□°)╯︵ ┻━┻

Same. And I can use my mattress because of inflation.

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