Circle Gain Hunter$Oracle(ORCL.US)
MSTR preferred stock has a fixed dividend of 10%; Oracle's ultra-long-term bonds have a coupon rate of over 6%.
MSTR's flywheel was spinning like crazy before, and a bunch of treasury companies imitated it last year.
Whether Oracle's flywheel can get going depends on OpenAI.
MSTR is pretty much done for, it's in a death spiral, and started tentatively selling its big coin to pay interest last month.
Companies like Oracle and CRWV need to get their act together before the AI consensus flips.
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