So, Oracle’s down five percent today. Five percent! And everyone’s acting like it’s some grand, sweeping market correction. Please. It’s a direct result of this whole OpenAI situation, and honestly, it’s the principle of the thing. They announce a $300 billion deal – a deal – to build infrastructure, and now they’re relying on Nvidia to bail them out? It’s like ordering a custom yacht and then asking your neighbor for the down payment. The sheer audacity!
Nvidia to the Rescue? More Like a Band-Aid
Everyone’s talking about Nvidia throwing $30 billion at OpenAI. Thirty billion! As if that solves anything. It’s not the amount, it’s the expectation. Everyone was whispering about a hundred billion. A hundred! Now it’s a fraction of that, and suddenly Oracle’s stock is taking a hit. It’s just… sloppy. And you know what’s really irritating? The market’s treating Oracle like some kind of proxy for OpenAI’s funding rounds. A proxy! Like we’re all supposed to be following this convoluted financial game of telephone. I bought Oracle because they make databases, not because I’m an expert in predicting the whims of venture capitalists.
The stock’s down 34% in three months. Thirty-four percent! And the credit default swaps are soaring. Soaring! It’s like they’re daring the market to bet against them. And now Wall Street thinks they’re going to sell Cerner, their healthcare software business? Honestly, it’s just a desperate move. A desperate, predictable move. Any buyer’s going to lowball them, and then we’ll all be stuck with a watered-down Oracle and a slightly richer private equity firm. It’s a lose-lose, I tell you, a lose-lose.
Look, I’m a growth investor. I like companies that build things, that innovate, that, you know, actually make money. This whole situation feels… precarious. It’s like they’re building a skyscraper on a foundation of good intentions and Nvidia’s checkbook. Until OpenAI demonstrates they can secure consistent funding, Oracle’s stock – and its bonds – are going to be under pressure. And frankly, it’s just… annoying. All of it. The whole thing is just… incredibly frustrating.
It’s not about the money, okay? It’s about the principle. You make a deal, you follow through. It’s common courtesy! And if you’re going to rely on someone else to bail you out, at least have the decency to ask nicely. It’s just… basic human decency, people! Is that too much to ask?
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2026-02-20 23:12