We know what’s coming and we are prepared.
🇺🇸 We have our first break in the matrix: Oracle.
A month ago Oracle stock soared after forecasting extraordinary growth: "We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz.
$455B in contract backlog. Multi-billion-dollar deals.
But according to The Information, newly surfaced internal documents paint a very different picture.
Oracle’s AI cloud margins are razor-thin around 14 cents of profit for every $1 in Nvidia server rentals.
That’s less than most retail businesses, and in some cases, the company’s actually losing money. The data shows margins fluctuating between 10% and 20%, averaging just 16%.
And reportedly, Oracle lost nearly $100 million last quarter renting out Blackwell chips, the very product driving its “AI boom.”
đź”— Stock Market News
Dr Mary Talley Bowden
If I had vaccinated the 6000 patients I treated for Covid, I would have made $1.5 million under BlueCross’ incentive program.
Farmer Girl:
It is very early. The kind of early where grief still hasn’t had its coffee and hope is absolutely not scheduled yet. The women go to the tomb carrying spices because when someone you love dies, you do the next right thing. You don’t expect miracles. You expect maintenance. You expect a body. You expect final.
They do not get final.
The stone is rolled away. The tomb is empty. And somewhere nearby, a group of guards is having the worst workday review in Roman history. Imagine being paid to guard death itself and then having to explain to your supervisor that, yes sir, the grave escaped. One minute you’re standing there with a spear, the next minute an angel shows up like lightning, the ground shakes, and you wake up realizing the thing you were guarding walked out. Career change imminent.
Two angels tell the women, "Why are you looking for the living among the dead". Which feels gentle until you realize it’s also Heaven saying, you’re shopping in the wrong aisle. He told you this. You ...
