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"Scratch $ORCL math: X. Highlighted 65b in additional AI bookings. 2b uplift to FY26 bogey (next year) from prior and 4b uplift to FY27 from prior. 15b uplift to FY28. Again it's kind of hard to tell how much of this is hard commitment vs framework but this is clearly capacity needed further into the future (ie X years out). X. Opex - let's work backwards. ORCL has managed opex tightly and let's assume these infrastructure deals bear most of the costs in COGS. GAAP Opex increased by 800m in FY25. Let's assume 373m increase in FY26 1355m in FY27 and 2030 in FY28. Maybe that's too much but I'm"
X Link @TechFundies 2025-10-16T18:38Z 15.1K followers, 11.1K engagements
"Protest to win hearts and minds: uplift a message of unity"
Reddit Link @dracarysAtWill 2025-10-16T17:52Z X followers, XXX engagements
"Seeking feedback on the foundation of progress. Am I right"
Reddit Link @CSValiant 2025-10-16T17:22Z XX followers, X engagements
"Inflation Continues As Iceland's Next Eruption Looms: Geologist Analysis"
YouTube Link @shawnwillsey 2025-10-16T15:50Z 164K followers, 8741 engagements