amit
2026.04.13 16:22

$Oracle(ORCL.US) such a nice move

If all the neoclouds are getting a bid, Oracle is the “ultimate neocloud”

they have the 5x more RPO commitments than $Coreweave(CRWV.US)

credit default swaps +200% probably mean most of the risk is priced in

did not deserve $130s last week

+9%

Source: amit

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