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mark
@cherryPayment
keep learning about stock market | started with $100k | currently holding $sive $lpk | More articles in
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$ORCL 获得了更多的注意力! 另外他们也取消了股票的售卖!
It’s the weekend but surprised I missed this from $ORCL earnings. Implications for $NBIS to $IREN are pretty positive since: Oracle said all GPU capacity for renewal were resold +20% premium above previous contracts. Majority of the equipment was 4Y+ and older… So another L for the Burry’s rapid GPU depreciation thesis. And W for $NVDA and the Neocloud party.
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