Dec. 11 at 7:11 PM
$DIS takes a
$1B in openAI to let people to make tiktock videos with their characters and their stock goes up. Yet
$ORCL to invest
$15B in capital in AI to sell revenue making services increasing 2027 by
$4 billion more revenue and their stock drops.
The irony is real. I own both and took advantage of the dip in Oracle to buy more.
$DIS will charge, but honestly it will pale in comparison to the amount of money businesses are spending with Oracle.