Apr. 27 at 4:04 AM
$ORCL If this compute infrastructure is good, and we can see plenty of evidence to support that, then leveraging balls to the wall into it is gooder.
Ok, then regarding Oracle’s leverage, we have many statements and actions from Warsh, Bessent, Hassett and Trump, supporting that these interest rates should be going down. Lots and lots of reasons for that.
If 1% is saved on
$100 billion, then a billion saved is an extra billion earned. Oracle has a long history of playing very well into all of that.