Oracle’s Trillion-Dollar Delusion

[image] then paragraphs for Act I, Act II, Act III etc.

I must produce paragraphs using

tags and

tags for acts maybe.

I must not include the title as header in the body. So I must not include a header with the title. So I’ll not use

with the title, only the tag.</p> <p>I can structure it as:</p> <p><html><br /> <head><br /> <title>Oracle’s Trillion-Dollar Delusion

[Include image: then text]

Then I’ll create paragraphs with Act I, Act II, Act III etc.

I must incorporate subtle market skepticism. I’ll use phrases like “Though the company’s narrative is rife with grandiloquent proclamations, one might wonder if these numbers are more a product of wishful thinking than a reflection of unassailable reality.” etc.

I’ll try to produce a coherent narrative that merges the facts with satirical elements.

Plan for rewriting:
– “Oracle’s Trillion-Dollar Delusion” is under 100 characters? Let’s count: “Oracle’s Trillion-Dollar Delusion” is 35 characters, so it’s fine.
But I must check: “The title must be in tag and in must be in en language.” I’m fine.</p> <p>– Act I: The Illusion of Unstoppable Growth. I’ll start with the image (which is provided) then a “In the grand amphitheater of modern commerce, where the luminaries of technology parade their prowess, we find ourselves in the midst of an AI renaissance. Eight of the ten mightiest titans, each boasting a market cap north of one trillion dollars, have laid claim to their seats in this illustrious pantheon, all bound by the ethereal threads of artificial intelligence.”</p> <p>But then I must mention Nvidia, Taiwan Semiconductor, and Broadcom. I’ll say something like: “Among these paragons stands Nvidia, the master of graphical wonders; Taiwan Semiconductor Manufacturing, the venerated artisan of semiconductors, crafting nearly all of the world’s most advanced chips; and Broadcom, the silent sentinel through which the world’s digital missives pass. Yet, as the audience is quick to laud their feats, the specter of hubris ever looms.”</p> <p>Then I’ll add: “Oracle, with its market cap of $705 billion, appears destined for the hallowed ranks. Its tale of rapid ascent and unfaltering growth is eagerly recounted by its stewards, who paint a future brightened by AI’s unbounded promise. But beneath the veneer of progress lies the age-old folly of delusion.”</p> <p>– Act II: The Oracle’s Unfounded Optimism. I can say: “In a twist of fate, Oracle, the stalwart guardian of enterprise data, boasts a clientele that encompasses 98% of the Global Fortune 500. This privileged audience, entranced by the siren songs of cloud and AI solutions, offers a captive market for Oracle’s ever-expanding repertoire. And yet, even in these hallowed halls, the numbers, though seemingly robust, whisper hints of grandiose illusion.”</p> <p>I then incorporate the revenue growth details: “In the latest act, Oracle’s performance did exceed the expectations of the Wall Street soothsayers: a revenue surge of 11% to $15.9 billion, and an EPS ascension of 4% to $1.70, both outpacing the modest predictions of $15.6 billion in revenue and $1.64 in EPS. The maestro of this orchestra, CEO Safra Catz, declared with unyielding confidence that the company had reached a ‘tipping point’—her pronouncements echoing in the corridors of commerce. Yet, one cannot help but wonder if these proclamations are but the flights of fancy of an oracle whose crystal ball is clouded by wishful reverie.”</p> <p>I then mention the RPO growth: “Furthermore, the company’s remaining performance obligation, a portent of future fortunes, swelled by 41% to a staggering $138 billion. With forecasts predicting an even more prodigious expansion—perhaps exceeding a 100% growth in the coming fiscal year—the stage is set for a crescendo of commercial triumph. But the discerning observer might pause to consider whether these numbers are the harbingers of genuine prosperity or merely the ephemeral illusions of a stage-managed farce.”</p> <p>– Act III: The Farce of Futurity. I’ll say: “As the plot thickens, the narrative of Oracle’s ascendancy reaches its climactic prophecy: a clear path laid out toward the elusive $1 trillion market cap. Analysts, in harmonious chorus with management’s own long-term vision, predict a revenue target of $66.8 billion in fiscal 2026, a forward price-to-sales ratio of roughly 11, and, should these ratios hold, a revenue of approximately $95 billion annually to sustain a trillion-dollar valuation. With projections forecasting an 18% annual growth over the next three years, the script foretells Oracle’s triumph by 2028, aligning seamlessly with management’s guiding stars of at least $104 billion in revenue by fiscal 2029.”</p> <p>I then mention: “Yet, in the wings, the specter of generative AI looms—a market of almost mythical proportions, with estimates suggesting a staggering $15.7 trillion annually by 2030. If Oracle but claims a sliver of this colossal bounty, its future might indeed be as luminous as the narratives suggest. But let us not forget that in the grand theatre of commerce, even the most meticulously orchestrated performances are subject to the caprices of fate and the folly of human ambition.”</p> <p>I must include the stock chart shortcode as a prop in the play. I can include it as a separate section, maybe like a stage direction. For instance, I can say: “Below, the prop ‘stock_chart’ appears as a testament to Oracle’s potential, a tableau upon which the fortunes of many are written.” And then include the </p> <div> tag with code attribute: </p> <div code="stock_chart" embed="1" ticker="NYSE:ORCL"><div id="stock-widget-wrapper-NYSEORCL-262" class="stock-widget-wrapper" style="min-height: 450px;margin-bottom:20px;"><p>Loading widget...</p></div></div> <p>.</p> <p>– After that, I’ll include a concluding “Thus, in this theatrical farce, the central act is played out with grand proclamations and optimistic forecasts. The company’s stewards, led by the ever-assured CEO, paint a picture of inexorable growth and future opulence. Yet, in the eyes of the market skeptic, one is compelled to question whether these declarations are but the fanciful imaginings of a troupe too enamored with the prospect of glory, or if indeed the winds of fortune might favor such audacious dreams. As the curtain falls, one is left to ponder the veracity of this opulent vision—a vision as ephemeral as the applause that greets a performer’s final bow.”</p> <p>Then I’ll include one emoji at the very end inside the last </p> <p> tag. I can put “🤨” at the very end.</p> <p>I must ensure that there’s exactly one emoji, placed inside the last paragraph.</p> <p>I must not include any tags or color styles.</p> <p>I must produce final output in HTML, with proper structure.</p> <p>I’ll now produce final answer in HTML text. I’ll produce text as described, using plain HTML. I’ll produce an HTML code block that includes the <html>, <head>, <title>, <body>, paragraphs </p> <p>, headings </p> <h2> maybe for acts, and include the image and div for stock_chart shortcode.</p> <p>I must not include the title again in the body as a header.</p> <p>I’ll produce the final answer as an HTML code.</p> <p>I’ll now produce final answer.<html><br /> <head><br /> <title>Oracle’s Trillion-Dollar Delusion

In the resplendent amphitheater of modern commerce, where the luminaries of technology strut upon the stage of progress, a curious spectacle unfolds. Behold the eight titans whose market caps soar past the storied trillion-dollar mark—all indelibly linked by the ethereal threads of artificial intelligence. Among these illustrious figures, one witnesses the grandeur of Nvidia, the master of graphical wonders; Taiwan Semiconductor Manufacturing, the venerable artisan crafting nearly all of the world’s most advanced semiconductors; and Broadcom, the silent custodian through whose veins the lifeblood of the internet flows. Yet, beneath the rapturous applause, a market skeptic’s brow furrows, for in this tableau the seeds of hubris are sown.

Enter Oracle, a company whose present market cap of $705 billion teeters on the precipice of the trillion-dollar pantheon. Its narrative—eloquently spun by its stewards—is one of accelerating growth and an unwavering faith in AI’s boundless promise. With 98% of the Global Fortune 500 ensnared by its suite of databases, cloud, and enterprise software, Oracle has assembled a captive audience for its ever-expanding panoply of AI and cloud solutions. And yet, one cannot help but wonder if these grand declarations are less a reflection of immutable destiny and more the fanciful musings of a troupe enraptured by visions of opulence.

In Act II, the performance intensifies. Oracle’s recent quarter (concluding May 31) was marked by a revenue crescendo of 11%—rising to $15.9 billion—and an earnings per share (EPS) flourish of 4% to $1.70, both figures defying the modest forecasts of Wall Street. The company’s director, CEO Safra Catz, declared with unyielding aplomb that a “tipping point” had been reached, forecasting that cloud revenues would surge to 40% in fiscal 2026 from 24%, leaving its larger rivals trailing in the dust. Moreover, the company’s remaining performance obligation—a harbinger of future fortunes—swelled by 41% to a staggering $138 billion, with expectations that it might more than double in the coming fiscal year. Yet, in this exuberant recitation, the discerning eye discerns the faint tremors of delusion, as if the maestro’s baton were orchestrating a symphony of wishful reverie.

As the narrative builds toward its climactic Act III, the script lays bare a clear path to a $1 trillion market cap. Analysts, in harmonious accord with management’s long-term vision, foresee Oracle’s revenue reaching $66.8 billion in fiscal 2026, yielding a forward price-to-sales ratio of roughly 11. To sustain a trillion-dollar valuation, the company would need to generate nearly $95 billion annually—a target that, if met through the forecasted 18% annual growth over the next three years, might crown Oracle among the trillion-dollar elite by 2028. The management’s guiding star, however, portends an even loftier horizon: revenues of at least $104 billion by fiscal 2029. Meanwhile, the burgeoning realm of generative AI looms in the wings, with estimates suggesting a market of up to $15.7 trillion annually by 2030. If Oracle can but capture a modest share of this prodigious bounty, its ascent may indeed be as meteoric as foretold.

Yet, as the curtain rises on this grand production, one is compelled to question the veracity of such exultant proclamations. For in the grand theatre of commerce, even the most meticulously staged performances are vulnerable to the caprices of fate and the follies of human ambition. The stewards of Oracle, led by the ever-assured CEO, paint a portrait of inevitable triumph; meanwhile, the market skeptic’s voice—a sotto voce murmur in the wings—whispers of the perils of delusion. Are these numbers the heralds of genuine prosperity, or merely the ephemeral illusions of a farcical production? Only time, that impartial critic, shall render its verdict.

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In the final analysis, this theatrical farce—replete with grandiloquent promises and audacious forecasts—serves as a poignant reminder that even the mightiest of enterprises are not immune to the follies of hubris. Whether Oracle’s ascent to a trillion-dollar zenith is a masterstroke of genuine innovation or merely the fevered dream of an overzealous troupe remains to be seen. And so, as the curtain descends, one is left with a wry smile and a lingering sense of skepticism. 🤨


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2025-07-30 10:18