Oracle
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Digital shovel sellers
Watching tech for a long amount of time teaches a humbling lesson: manias rhyme. Today’s AI trade smells like a circular economy of hype—vendors financing customers who finance vendors—while real, durable profits remain scarce. The one clear cash machine is Nvidia, the picks-and-shovels seller of compute. Its data-center juggernaut now throws off extraordinary revenue and Continue reading
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It’s a long way to the top if your thing is databases
The market delivered a striking headline this month: Larry Ellison, at least briefly, was the richest person in the world. A vertiginous rally in Oracle shares on September 10 pushed his paper wealth toward the $390–$400 billion range, momentarily eclipsing Elon Musk on several real-time leaderboards before prices cooled. It was a reminder of how Continue reading
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