$Oracle(ORCL)$ The bear thesis

$Oracle(ORCL)$ The bear thesis is just wrong. Even if big AI companies slow down development of new models, that doesn't mean AI consumption stops. AI usage keeps growing, and more data centers will be needed anyway.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":607503409528856,"tweetId":"607503409528856","gmtCreate":1789319969000,"gmtModify":1789376917172,"author":{"id":9000000000000170,"idStr":"9000000000000170","authorId":9000000000000170,"authorIdStr":"9000000000000170","name":"AdamDavis","avatar":"https://static.tigerbbs.com/7eb1cb09f8f55a20c6228dcc5f1ec806","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":125,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a>The bear thesis is just wrong. Even if big AI companies slow down development of new models, that doesn't mean AI consumption stops. AI usage keeps growing, and more data centers will be needed anyway.</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a>The bear thesis is just wrong. Even if big AI companies slow down development of new models, that doesn't mean AI consumption stops. AI usage keeps growing, and more data centers will be needed anyway.</p></body></html>","text":"$Oracle(ORCL)$ The bear thesis is just wrong. Even if big AI companies slow down development of new models, that doesn't mean AI consumption stops. AI usage keeps growing, and more data centers will be needed anyway.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/607503409528856","repostId":0,"isVote":1,"tweetType":1,"viewCount":408,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":181,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/607503409528856"}