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Ready to lift those migration barriers? 🏋️↔️☁️ Bring your Oracle Exadata workloads, including those on Oracle RAC, to Oracle Database@AWS. With planned expansion to 20 new Regions, you can make heavy migrations feel weightless. 👉

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Amazon Web Services

2,230,054 subscribers

11,190 Aufrufe • vor 1 Jahr •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

4 Kommentare

Profilbild von cmf
cmfvor 1 Jahr

@Oracle You think humanity needs this bull shit

Profilbild von Morgan Marshall
Morgan Marshallvor 1 Jahr

@Oracle Zero-ETL sounds like a no-brainer for streamlined data flow.

Profilbild von cmf
cmfvor 1 Jahr

@Oracle Naw man these people forgot where they came from.

Profilbild von Robert Richards
Robert Richardsvor 1 Jahr

@Oracle Only legal migration!!

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Now why would you see Oracle & AWS in a video together? Think cloud migration & deployment. Daniel Newman talks w/ Karan (Oracle Cloud) and Ruba Borno (Amazon Web Services) to get inside perspectives on the Oracle Database@AWS partnership, zero-ETL integration, and more.
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Now why would you see Oracle & AWS in a video together? Think cloud migration & deployment. Daniel Newman talks w/ Karan (Oracle Cloud) and Ruba Borno (Amazon Web Services) to get inside perspectives on the Oracle Database@AWS partnership, zero-ETL integration, and more.

Six Five Media

22,747 Aufrufe • vor 1 Jahr

🚨 NEW Podcast w Eliott eliott who is working with Yonatan Sompolinsky on Oracles - You'll love this episode! Full YT link - We unpack the critical role oracles play in bridging off-chain data to blockchains, a cornerstone for DeFi applications. Elliot exposes the limitations of current oracle solutions like Chainlink, including risks of centralization, node collusion, and data manipulation. Further on in the episode, Eliott shares his vision to create a trustless, manipulation-resistant "ORACLE GAME " for Kaspa’s layer-1 built on Kaspa’s parallel consensus to prevent oracle manipulation. Learn why existing oracle models fall short and how $KAS #Kaspa aims to set a new standard for secure, decentralized data feeds. Topics 1. What Are #BlockchainOracles 2. Why Blockchains Need #Oracles 3. Challenges with Current Oracle 4. Chainlink’s Flaws: Centralization & Data Manipulation 5. Oracle Extractable Value (#OEV) & Collusion Risks 6. Alternative Oracle Models: Pyth & Flare Network 7. Elliot’s Research & Kaspa’s Oracle Solution 8. Practical Challenges & Market Maker Dynamics 9. Vision for #Kaspa’s Oracles --------------- This video is for educational purposes only and not financial advice. Always conduct your own research before engaging with blockchain projects or investments. $KAS #KASPA #oracles #blockchainoracles
1:18

🚨 NEW Podcast w Eliott eliott who is working with Yonatan Sompolinsky on Oracles - You'll love this episode! Full YT link - We unpack the critical role oracles play in bridging off-chain data to blockchains, a cornerstone for DeFi applications. Elliot exposes the limitations of current oracle solutions like Chainlink, including risks of centralization, node collusion, and data manipulation. Further on in the episode, Eliott shares his vision to create a trustless, manipulation-resistant "ORACLE GAME " for Kaspa’s layer-1 built on Kaspa’s parallel consensus to prevent oracle manipulation. Learn why existing oracle models fall short and how $KAS #Kaspa aims to set a new standard for secure, decentralized data feeds. Topics 1. What Are #BlockchainOracles 2. Why Blockchains Need #Oracles 3. Challenges with Current Oracle 4. Chainlink’s Flaws: Centralization & Data Manipulation 5. Oracle Extractable Value (#OEV) & Collusion Risks 6. Alternative Oracle Models: Pyth & Flare Network 7. Elliot’s Research & Kaspa’s Oracle Solution 8. Practical Challenges & Market Maker Dynamics 9. Vision for #Kaspa’s Oracles --------------- This video is for educational purposes only and not financial advice. Always conduct your own research before engaging with blockchain projects or investments. $KAS #KASPA #oracles #blockchainoracles

XXIM - Decentralise Capitalism

15,872 Aufrufe • vor 10 Monaten

OUR BLACKLISTING SERVICE IS LIVE! Have you been scammed, rugged or defrauded? You can now add scammer addresses to the bureau's illicit database through FAFO (Fraudulent Address Flagging Oracle). Help to protect other users by sharing your experience. Community participation will ensure a stronger, safer environment for all. Note: Successful listing is dependent on approval by our forensics team.
1:00

OUR BLACKLISTING SERVICE IS LIVE! Have you been scammed, rugged or defrauded? You can now add scammer addresses to the bureau's illicit database through FAFO (Fraudulent Address Flagging Oracle). Help to protect other users by sharing your experience. Community participation will ensure a stronger, safer environment for all. Note: Successful listing is dependent on approval by our forensics team.

Blockchain Bureau

10,022,428 Aufrufe • vor 1 Jahr

a deported Chinese dev at a Starbucks showed me his screen and said "you have 6 seconds" he was sitting in the corner. two phones. one laptop. hood up. looked like he hadn't slept in days. i sat down next to him because every other seat was taken. he saw my screen. Polymarket open. "you trade these BTC markets?" yeah. 5-minute binaries. he turned his laptop toward me. "you see how the result settles? every 5-minute BTC market resolves based on an oracle. the oracle reads the price from an API. but the oracle doesn't update instantly. there's a lag. 4 to 6 seconds" "in those 6 seconds the real BTC price already moved. but the market is still open. still accepting orders. priced on the old number" he pointed at his screen. two windows side by side. left: Binance BTC spot feed. right: Polymarket orderbook. 3,200 stars. decentralized oracle framework. he had it forked on his laptop. the entire oracle timing model was exposed in the source code. "right now BTC is at $100,240 on Binance. the oracle still shows $100,190. the market 'BTC above $100,200 at 3:05pm' is trading YES at 41 cents" "but i already know the answer is YES. because i see the real price. the oracle doesn't. for 6 seconds i'm trading against a blind counterparty" watched him buy YES at 41c. four seconds later the oracle updated. market resolved YES. payout $1. "59 cents in 4 seconds. this happens every 5 minutes. 288 times a day" asked how he found this. "i was an oracle engineer at Chainlink in Shanghai. got deported for visa issues. took the knowledge with me" "every oracle has a heartbeat interval. a deviation threshold. a propagation delay. i know exactly how long each one takes to update. because i built three of them" he closed his laptop. "the edge isn't in the market. it's in the infrastructure layer between the real price and the reported price. nobody looks there. because nobody understands how oracles work" finished his coffee. left. didn't get his name. didn't need it. flew home. opened Claude. "build an oracle latency exploitation engine for Polymarket BTC binaries. track real-time BTC spot price from Binance websocket feed. compare against Polymarket oracle update timestamps. detect windows where oracle lags behind spot by more than $30. enter the side that the real price already confirmed. target the 4-6 second blind window before each oracle heartbeat." the system was live by morning. named it DEEP SIGNAL. first fill hit before i finished coffee. > Binance websocket feed at 50ms intervals. > oracle heartbeat monitor. > propagation delay calculator. > spot-to-oracle divergence detector. > conviction gate at $30+ deviation. > order placement avg 47ms. $534K volume. 79% win rate. sharpe 3.64. drawdown -1.2%. +$11,681 in profit runs on: Claude $20. VPS $5. UMA protocol free. $25/month. copytrade setup here: went back to that Starbucks a week later. same corner. empty. but the oracle still lags. every 5 minutes. every day. 6 seconds is all you need when you can see what the oracle can't.
0:32

a deported Chinese dev at a Starbucks showed me his screen and said "you have 6 seconds" he was sitting in the corner. two phones. one laptop. hood up. looked like he hadn't slept in days. i sat down next to him because every other seat was taken. he saw my screen. Polymarket open. "you trade these BTC markets?" yeah. 5-minute binaries. he turned his laptop toward me. "you see how the result settles? every 5-minute BTC market resolves based on an oracle. the oracle reads the price from an API. but the oracle doesn't update instantly. there's a lag. 4 to 6 seconds" "in those 6 seconds the real BTC price already moved. but the market is still open. still accepting orders. priced on the old number" he pointed at his screen. two windows side by side. left: Binance BTC spot feed. right: Polymarket orderbook. 3,200 stars. decentralized oracle framework. he had it forked on his laptop. the entire oracle timing model was exposed in the source code. "right now BTC is at $100,240 on Binance. the oracle still shows $100,190. the market 'BTC above $100,200 at 3:05pm' is trading YES at 41 cents" "but i already know the answer is YES. because i see the real price. the oracle doesn't. for 6 seconds i'm trading against a blind counterparty" watched him buy YES at 41c. four seconds later the oracle updated. market resolved YES. payout $1. "59 cents in 4 seconds. this happens every 5 minutes. 288 times a day" asked how he found this. "i was an oracle engineer at Chainlink in Shanghai. got deported for visa issues. took the knowledge with me" "every oracle has a heartbeat interval. a deviation threshold. a propagation delay. i know exactly how long each one takes to update. because i built three of them" he closed his laptop. "the edge isn't in the market. it's in the infrastructure layer between the real price and the reported price. nobody looks there. because nobody understands how oracles work" finished his coffee. left. didn't get his name. didn't need it. flew home. opened Claude. "build an oracle latency exploitation engine for Polymarket BTC binaries. track real-time BTC spot price from Binance websocket feed. compare against Polymarket oracle update timestamps. detect windows where oracle lags behind spot by more than $30. enter the side that the real price already confirmed. target the 4-6 second blind window before each oracle heartbeat." the system was live by morning. named it DEEP SIGNAL. first fill hit before i finished coffee. > Binance websocket feed at 50ms intervals. > oracle heartbeat monitor. > propagation delay calculator. > spot-to-oracle divergence detector. > conviction gate at $30+ deviation. > order placement avg 47ms. $534K volume. 79% win rate. sharpe 3.64. drawdown -1.2%. +$11,681 in profit runs on: Claude $20. VPS $5. UMA protocol free. $25/month. copytrade setup here: went back to that Starbucks a week later. same corner. empty. but the oracle still lags. every 5 minutes. every day. 6 seconds is all you need when you can see what the oracle can't.

Hanako

32,358 Aufrufe • vor 2 Monaten

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.
1:44

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.

Ricardo

181,176 Aufrufe • vor 4 Monaten

Major planetary conjunction is happening on 29th March 2025 with solar eclipse, you might feel heavy around these days so make sure to declutter your space and mind to bring clarity & positivity in your life.
0:45

Major planetary conjunction is happening on 29th March 2025 with solar eclipse, you might feel heavy around these days so make sure to declutter your space and mind to bring clarity & positivity in your life.

Nidhi J Chaudharyy

160,990 Aufrufe • vor 1 Jahr

From basic prompts to cinematic results. 💭➡️🎥 With Luma AI's new frontier video model, Luma Ray2, you can generate high-quality videos from natural language inputs. Bring your visions to life with rapid, dynamic video content creation. #AWS 👉
0:30

From basic prompts to cinematic results. 💭➡️🎥 With Luma AI's new frontier video model, Luma Ray2, you can generate high-quality videos from natural language inputs. Bring your visions to life with rapid, dynamic video content creation. #AWS 👉

Amazon Web Services

35,178 Aufrufe • vor 1 Jahr

Meet your new #generativeAI assistant designed for work that can be tailored to your business. 💡 With Amazon Q, you can solve problems, generate content, get insights from data, build faster on #AWS, while helping keep your data private & secure. ☁️ 🔗
0:43

Meet your new #generativeAI assistant designed for work that can be tailored to your business. 💡 With Amazon Q, you can solve problems, generate content, get insights from data, build faster on #AWS, while helping keep your data private & secure. ☁️ 🔗

Amazon Web Services

119,281 Aufrufe • vor 2 Jahren

Similar to Crownfall, the Dark Carnival has 3 chapters with Chapter 2 releasing in July. Play Dota 2 matches with different heroes to earn tickets and progress across the board to earn cosmetics, candyworks tokens, discount store coins and more. The event also released new personas you can buy for Legion Commander, Axe, Bristleback, Morphling and Oracle. Completing the chapter also unlocks new cosmetics and you can also buy expansion packs for more story, event access paths as well as new creep cosmetics and a music pack.
0:26

Similar to Crownfall, the Dark Carnival has 3 chapters with Chapter 2 releasing in July. Play Dota 2 matches with different heroes to earn tickets and progress across the board to earn cosmetics, candyworks tokens, discount store coins and more. The event also released new personas you can buy for Legion Commander, Axe, Bristleback, Morphling and Oracle. Completing the chapter also unlocks new cosmetics and you can also buy expansion packs for more story, event access paths as well as new creep cosmetics and a music pack.

Torte de Lini

26,270 Aufrufe • vor 22 Tagen

🚨 New Episode w Kaskad team Unveils v1 Oracle for $KAS (Exclusive Demo) Full YT link - In this episode with eliott Julien 𐤊 _Jac𐤊 Paul Colagrande After months of development building on Aave v3.3's battle-tested framework, @Kaskad team is launching their v1 of Oracle. eliott (oracle architect) and Paul Colagrande (oracle developer) have created a custom fair-value oracle that pulls live #KASPA data from multiple centralized exchanges, calculating true $KAS market price. In this Episode eliott breaks down the oracle architecture - unlike Chainlink's noisy median-of-medians approach, Kaskad oracle uses a deterministic algorithm that freezes all exchange data at time T, simulates instantaneous arbitrage, and produces a global orderbook with the true best bid/ask. The system is scalable to any asset (Bitcoin, Ethereum, Solana) and will eventually integrate TEEs for decentralization. For Kaskad team - this isn't just about building for Kaspians—it's about competing with Aave Morpho 🦋 , Jupiter and PancakeSwap. ---------- DISCLAIMER This video is for educational and informational purposes only and is NOT financial or investment advice. We do not recommend you to buy or sell any assets. Opinions of guests are their own and do not constitute endorsements. Cryptocurrency and blockchain investments are highly risky and can result in total loss of capital. Do your own research and consult licensed professionals. The channel and its hosts are not liable for any investment decisions or losses. #KASPA #KASKAD
1:14

🚨 New Episode w Kaskad team Unveils v1 Oracle for $KAS (Exclusive Demo) Full YT link - In this episode with eliott Julien 𐤊 _Jac𐤊 Paul Colagrande After months of development building on Aave v3.3's battle-tested framework, @Kaskad team is launching their v1 of Oracle. eliott (oracle architect) and Paul Colagrande (oracle developer) have created a custom fair-value oracle that pulls live #KASPA data from multiple centralized exchanges, calculating true $KAS market price. In this Episode eliott breaks down the oracle architecture - unlike Chainlink's noisy median-of-medians approach, Kaskad oracle uses a deterministic algorithm that freezes all exchange data at time T, simulates instantaneous arbitrage, and produces a global orderbook with the true best bid/ask. The system is scalable to any asset (Bitcoin, Ethereum, Solana) and will eventually integrate TEEs for decentralization. For Kaskad team - this isn't just about building for Kaspians—it's about competing with Aave Morpho 🦋 , Jupiter and PancakeSwap. ---------- DISCLAIMER This video is for educational and informational purposes only and is NOT financial or investment advice. We do not recommend you to buy or sell any assets. Opinions of guests are their own and do not constitute endorsements. Cryptocurrency and blockchain investments are highly risky and can result in total loss of capital. Do your own research and consult licensed professionals. The channel and its hosts are not liable for any investment decisions or losses. #KASPA #KASKAD

XXIM - Money Unchained

18,921 Aufrufe • vor 7 Monaten

Here is a killer way to use embeddings: I built a notebook to show you how to do anomaly detection on images. Anomaly detection is one of the most common problems in the real world. Learn how to implement anomaly detection, and you'll be able to solve a ton of use cases that happen every day: • Predicting equipment failures • Identifying defective products • Identifying tumors in medical images • Spotting counterfeit products • Detecting fraud • Flagging fake reviews • Detecting bot traffic My notebook focuses on images. It uses: • Langchain • OpenClip embeddings • Oracle vector store This is the way my example works: • You start with a collection of similar images • You can then check whether a new image "belongs" to that collection I generate embeddings and use Oracle 26ai to store them and retrieve similar images on demand.
8:34

Here is a killer way to use embeddings: I built a notebook to show you how to do anomaly detection on images. Anomaly detection is one of the most common problems in the real world. Learn how to implement anomaly detection, and you'll be able to solve a ton of use cases that happen every day: • Predicting equipment failures • Identifying defective products • Identifying tumors in medical images • Spotting counterfeit products • Detecting fraud • Flagging fake reviews • Detecting bot traffic My notebook focuses on images. It uses: • Langchain • OpenClip embeddings • Oracle vector store This is the way my example works: • You start with a collection of similar images • You can then check whether a new image "belongs" to that collection I generate embeddings and use Oracle 26ai to store them and retrieve similar images on demand.

Santiago

24,527 Aufrufe • vor 3 Monaten

S&P just cut Oracle to one notch above junk, and the stock went UP anyway. Think about that for a second... Back in December I told you the AI arms race would keep rewarding capex right up until the moment it didn't, and I pointed straight at Oracle. The stock is now down more than 55% from its high and this week S&P downgraded its credit to the lowest rung of investment grade, which means one more cut and Oracle wears a junk rating for the first time in its history. The downgrade landed because the cash bleed is getting MUCH worse. S&P now sees Oracle burning close to $42 billion in free cash flow next year, nearly double its earlier estimate, with capex rocketing toward $90 billion and a single customer (OpenAI) sitting behind roughly half of that $638 billion backlog. The bond market looked at all of that and reached for insurance. The stock market looked at the exact same company and bid it higher. When those two disagree like this, 45 years in this business has taught me to side with the bondholders every single time. They get paid before shareholders do, so they tend to see the trouble first. And Oracle is now funding this buildout with equity instead of debt, with another $20 billion in stock issuance slated for this year. A company confident in its own cash flows borrows against them. A company bracing for a downgrade dilutes its shareholders instead. Oracle showed you which one it is. If you want to know how to actually make money in a market this dominated by Big Tech narratives, that is what July 22nd is for. 14 elite investors are sharing the specific longs and shorts they are backing with their own capital - for just $99. We entered the golden era of stock picking. Grab your ticket today:
0:48

S&P just cut Oracle to one notch above junk, and the stock went UP anyway. Think about that for a second... Back in December I told you the AI arms race would keep rewarding capex right up until the moment it didn't, and I pointed straight at Oracle. The stock is now down more than 55% from its high and this week S&P downgraded its credit to the lowest rung of investment grade, which means one more cut and Oracle wears a junk rating for the first time in its history. The downgrade landed because the cash bleed is getting MUCH worse. S&P now sees Oracle burning close to $42 billion in free cash flow next year, nearly double its earlier estimate, with capex rocketing toward $90 billion and a single customer (OpenAI) sitting behind roughly half of that $638 billion backlog. The bond market looked at all of that and reached for insurance. The stock market looked at the exact same company and bid it higher. When those two disagree like this, 45 years in this business has taught me to side with the bondholders every single time. They get paid before shareholders do, so they tend to see the trouble first. And Oracle is now funding this buildout with equity instead of debt, with another $20 billion in stock issuance slated for this year. A company confident in its own cash flows borrows against them. A company bracing for a downgrade dilutes its shareholders instead. Oracle showed you which one it is. If you want to know how to actually make money in a market this dominated by Big Tech narratives, that is what July 22nd is for. 14 elite investors are sharing the specific longs and shorts they are backing with their own capital - for just $99. We entered the golden era of stock picking. Grab your ticket today:

George Noble

18,966 Aufrufe • vor 7 Tagen

Pokimane shares advice with GIRLSET on maintaining self-care “I schedule time for myself. It’s so important to have people around you who don’t make you feel like you always have to be ‘on.’ separate yourself from those who drain your energy.”
1:04

Pokimane shares advice with GIRLSET on maintaining self-care “I schedule time for myself. It’s so important to have people around you who don’t make you feel like you always have to be ‘on.’ separate yourself from those who drain your energy.”

veizau

18,415 Aufrufe • vor 3 Monaten

I think everyone should make a video like this for their instagram and pin it to the top left … I feel you can make a new one once a year or after some meaningful updates in your life or career, hope this inspires some to make a longer form video to help those who land on their profiles :) LMK what you think ?
1:49

I think everyone should make a video like this for their instagram and pin it to the top left … I feel you can make a new one once a year or after some meaningful updates in your life or career, hope this inspires some to make a longer form video to help those who land on their profiles :) LMK what you think ?

Gary Vaynerchuk

50,229 Aufrufe • vor 1 Jahr

OpenAI just got OFFICIALLY flagged as a company that might not be able to pay its bills. S&P Global Ratings just cut Oracle's long term credit rating from BBB to BBB-. One more cut and Oracle becomes a JUNK rated company for the first time in its history. But the reason S&P gave is what's really interesting here... They named OpenAI as a "key credit risk" inside the report. OpenAI is a private company. It carries no credit rating and has never been profitable. And a ratings agency just took the risk of that company failing and wrote it directly onto the credit file of a public company held inside pension funds and bond funds all over the world. OpenAI accounts for roughly HALF of Oracle's remaining performance obligations. That's the famous $638 billion backlog every bull points to as the reason to own the stock. Half of the asset is the risk. And then there's the maturity trap: Oracle's data center leases run 15 to 19 years. Its cloud customer contracts run about 5 years. Oracle disclosed both figures in its own annual report. So Oracle is signing 19 year obligations to serve 5 year promises made by a customer that has never earned a dollar of profit. If OpenAI cannot pay, Oracle gets left holding data center leases it may not be able to exit, and may have to re-lease to somebody else on worse terms. That is the entire downgrade in one sentence. The numbers underneath: Oracle spent roughly $55.7 billion on capital projects in fiscal 2026 and posted negative $23.7 billion in free cash flow. S&P now expects the fiscal 2027 cash flow deficit to widen to around negative $42 billion. That is nearly DOUBLE its previous estimate, and the agency admitted it had underestimated how much Oracle would need to spend. Oracle plans to raise up to $40 billion in fiscal 2027, including a potential $20 billion share sale that would add roughly 4.8% to its share count. They literally cannot borrow more without triggering the next downgrade, so shareholders are being diluted to protect the bondholders. And the funny part is that on the day of the downgrade, Oracle's stock went UP 2.65%. But on that same day, the spread on Oracle's BONDS widened. Equity investors looked at the $638 billion backlog and bought. Credit investors looked at the identical company and demanded to be paid more for the risk of holding it. Credit investors are the ones whose entire job is to price what goes wrong, so they just repriced Oracle. For context, Microsoft is rated AAA, Alphabet is AA+, and Amazon is AA. Oracle is chasing the same AI contracts from seven to nine notches further down the ladder. The day after the downgrade, the UK named Oracle, alongside three other cloud providers, a critical third party to the British financial system. Supervision by the Bank of England begins July 13. Oracle is the only one of those four sitting one notch above junk. Now follow the chain: OpenAI has never made a profit. OpenAI is half of Oracle's backlog. Oracle is one downgrade from junk. Oracle is now formally load bearing infrastructure for British banks. The business risk of an unprofitable private startup has traveled through a corporate balance sheet and landed inside the supervisory perimeter of a central bank. Nobody designed that. It happened one contract at a time. And the demand IS real. Oracle's cloud infrastructure revenue grew 93% last quarter. If this buildout works, it becomes one of the great corporate reinventions in history. But the whole structure now rests on one question that no rating agency, no bank and no regulator can answer: Can OpenAI pay its bills?
0:58

OpenAI just got OFFICIALLY flagged as a company that might not be able to pay its bills. S&P Global Ratings just cut Oracle's long term credit rating from BBB to BBB-. One more cut and Oracle becomes a JUNK rated company for the first time in its history. But the reason S&P gave is what's really interesting here... They named OpenAI as a "key credit risk" inside the report. OpenAI is a private company. It carries no credit rating and has never been profitable. And a ratings agency just took the risk of that company failing and wrote it directly onto the credit file of a public company held inside pension funds and bond funds all over the world. OpenAI accounts for roughly HALF of Oracle's remaining performance obligations. That's the famous $638 billion backlog every bull points to as the reason to own the stock. Half of the asset is the risk. And then there's the maturity trap: Oracle's data center leases run 15 to 19 years. Its cloud customer contracts run about 5 years. Oracle disclosed both figures in its own annual report. So Oracle is signing 19 year obligations to serve 5 year promises made by a customer that has never earned a dollar of profit. If OpenAI cannot pay, Oracle gets left holding data center leases it may not be able to exit, and may have to re-lease to somebody else on worse terms. That is the entire downgrade in one sentence. The numbers underneath: Oracle spent roughly $55.7 billion on capital projects in fiscal 2026 and posted negative $23.7 billion in free cash flow. S&P now expects the fiscal 2027 cash flow deficit to widen to around negative $42 billion. That is nearly DOUBLE its previous estimate, and the agency admitted it had underestimated how much Oracle would need to spend. Oracle plans to raise up to $40 billion in fiscal 2027, including a potential $20 billion share sale that would add roughly 4.8% to its share count. They literally cannot borrow more without triggering the next downgrade, so shareholders are being diluted to protect the bondholders. And the funny part is that on the day of the downgrade, Oracle's stock went UP 2.65%. But on that same day, the spread on Oracle's BONDS widened. Equity investors looked at the $638 billion backlog and bought. Credit investors looked at the identical company and demanded to be paid more for the risk of holding it. Credit investors are the ones whose entire job is to price what goes wrong, so they just repriced Oracle. For context, Microsoft is rated AAA, Alphabet is AA+, and Amazon is AA. Oracle is chasing the same AI contracts from seven to nine notches further down the ladder. The day after the downgrade, the UK named Oracle, alongside three other cloud providers, a critical third party to the British financial system. Supervision by the Bank of England begins July 13. Oracle is the only one of those four sitting one notch above junk. Now follow the chain: OpenAI has never made a profit. OpenAI is half of Oracle's backlog. Oracle is one downgrade from junk. Oracle is now formally load bearing infrastructure for British banks. The business risk of an unprofitable private startup has traveled through a corporate balance sheet and landed inside the supervisory perimeter of a central bank. Nobody designed that. It happened one contract at a time. And the demand IS real. Oracle's cloud infrastructure revenue grew 93% last quarter. If this buildout works, it becomes one of the great corporate reinventions in history. But the whole structure now rests on one question that no rating agency, no bank and no regulator can answer: Can OpenAI pay its bills?

Ricardo

299,365 Aufrufe • vor 7 Tagen

🚨🇺🇸 ORACLE CEO: FROM CANCER DETECTION TO CUSTOM VACCINE WITHIN 48 HOURS WITH AI Oracle CEO, Larry Ellison: “One of the most exciting things we're working on, using the tools that Sam and Masa are providing, is a cancer vaccine. Using AI you can do early cancer detection with a blood test and once we gene sequence that cancer tumor, you can then vaccinate the person, design a vaccine for every individual person to vaccinate them against that cancer. You can make that mRNA vaccine robotically using AI in about 48 hours. So imagine early cancer detection, the development of a cancer vaccine for your particular cancer aimed at you, and have that vaccine available in 48 hours. This is the promise of AI and the promise of the future.” Source: Sky News
1:44

🚨🇺🇸 ORACLE CEO: FROM CANCER DETECTION TO CUSTOM VACCINE WITHIN 48 HOURS WITH AI Oracle CEO, Larry Ellison: “One of the most exciting things we're working on, using the tools that Sam and Masa are providing, is a cancer vaccine. Using AI you can do early cancer detection with a blood test and once we gene sequence that cancer tumor, you can then vaccinate the person, design a vaccine for every individual person to vaccinate them against that cancer. You can make that mRNA vaccine robotically using AI in about 48 hours. So imagine early cancer detection, the development of a cancer vaccine for your particular cancer aimed at you, and have that vaccine available in 48 hours. This is the promise of AI and the promise of the future.” Source: Sky News

Mario Nawfal

4,887,866 Aufrufe • vor 1 Jahr

Ramp up data discovery with near real-time object metadata. ☁️🌟💻 Now in preview, Amazon S3 Metadata generates rich object metadata that automatically refreshes—so you can focus on putting your data to work, instead of organizing it. #AWS 👉
0:30

Ramp up data discovery with near real-time object metadata. ☁️🌟💻 Now in preview, Amazon S3 Metadata generates rich object metadata that automatically refreshes—so you can focus on putting your data to work, instead of organizing it. #AWS 👉

Amazon Web Services

11,258 Aufrufe • vor 1 Jahr