[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @AdamRich_CAF Adam Rich Adam Rich posts on X about investment, $xom, buybacks, infrastructure the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1975643333264363520/interactions)  ### Mentions: XX [#](/creator/twitter::1975643333264363520/posts_active)  ### Followers: XX [#](/creator/twitter::1975643333264363520/followers)  ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1975643333264363520/influencer_rank)  ### Social Influence [#](/creator/twitter::1975643333264363520/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [investment](/topic/investment) 13.73%, [$xom](/topic/$xom) #46, [buybacks](/topic/buybacks) 7.84%, [infrastructure](/topic/infrastructure) #1465, [$gm](/topic/$gm) #103, [byd](/topic/byd) #493, [inflation](/topic/inflation) #2071, [salesforce](/topic/salesforce) 3.92%, [$crm](/topic/$crm) 3.92%, [$googl](/topic/$googl) XXXX% **Top assets mentioned** [Exxon Mobil (XOM)](/topic/$xom) [GM (GM)](/topic/$gm) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Kraft Heinz Co (KHC)](/topic/$khc) [Knit Finance (KFT)](/topic/$kft) [Oracle Corporation (ORCL)](/topic/$orcl) [Baker Hughes Co (BKR)](/topic/$bkr) [Chart Industries, Inc. (GTLS)](/topic/$gtls) [The Official XX Coin (67)](/topic/$67) [Johnson & Johnson (JNJ)](/topic/$jnj) [GMS Inc. (GMS)](/topic/$gms) [Altria Group Inc (MO)](/topic/$mo) [Philip Morris International Inc. (PM)](/topic/$pm) [Mosaic Co (MOS)](/topic/$mos) ### Top Social Posts [#](/creator/twitter::1975643333264363520/posts) --- Top posts by engagements in the last XX hours "Historically $BKR favored organic reinvestmentand smaller tuck-ins. The $GTLS deal marks a step-change from capabilities-based M&A to a full portfolio reweighting. CAF view: this is inorganic diversification funded by a high-ROI core chasing growth in lower-return adjacencies" [X Link](https://x.com/AdamRich_CAF/status/1978051480012693588) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-14T10:53Z XX followers, XX engagements "What if $XOM had used that $XXX billion for exploration or buybacks By 1986 it had already spent $XXX billion repurchasing shares its best investment of the decade. Capital discipline would have compounded far better than capital ambition" [X Link](https://x.com/AdamRich_CAF/status/1979974935796666538) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-19T18:16Z XX followers, XX engagements "Dec 1986: $XOM sold Reliance for $XXXX billion barely breakeven after inflation. Seven years billions in distraction and nothing left but lessons" [X Link](https://x.com/AdamRich_CAF/status/1979974938644615417) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-19T18:16Z XX followers, XX engagements "The hardest part of capital allocation isnt finding new opportunities. Its resisting the urge to manufacture them" [X Link](https://x.com/AdamRich_CAF/status/1979974944327905747) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-19T18:16Z XX followers, X engagements "The Great Unwind: $JNJ and $BASFY $JNJ isnt alone. $BASFYis also selling assets and scaling back investment unwinding decades of M&A-driven expansion. Both are moving from growth by accumulation to value by focus. The diversification model that defined industrial and healthcare leaders for decades is giving way to portfolio simplification and capital discipline" [X Link](https://x.com/AdamRich_CAF/status/1978484808603832558) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-15T15:35Z XX followers, XX engagements "Todays Capital Allocation Daily: $CRM says AI is the next frontier yet its spending more on buybacks than R&D. Can Salesforce out-innovate OpenAI $MSFT and $GOOGL while sending most of its capital back to shareholders 👇" [X Link](https://x.com/AdamRich_CAF/status/1978841429263651231) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-16T15:12Z XX followers, XXX engagements "$CRMs capital allocation story: talking AI buying back stock. At Investor Day Salesforce announced $X B in new buybacks over six months after $X B LTM. Thats more than its $XXX B R&DLTM. If AI is the future shouldnt R&D be the biggest expense" [X Link](https://x.com/AdamRich_CAF/status/1978841430702346298) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-16T15:12Z XX followers, XX engagements "Competitors like OpenAI $MSFT $GOOGL $AMZNand Anthropicare spending tens of billions annuallybuilding model infrastructure and custom silicon. Salesforces AI investment looks small by comparison. Will its capital allocation strategy keep pace" [X Link](https://x.com/AdamRich_CAF/status/1978841432350765286) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-16T15:12Z XX followers, XX engagements "Capital Allocation Lens $CRM R&D Spend:$5.7B (LTM) Buybacks:$6B (LTM) + $7B planned next six months Interpretation:Shareholder returns innovation investment If AI is the decades biggest opportunity can $CRM afford to out-return instead of out-invest Not investment advice" [X Link](https://x.com/AdamRich_CAF/status/1978841435559587902) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-16T15:12Z XX followers, XX engagements "$GMs $1.6B EV impairment a capital cycle repeating. $GM recorded a $1.6B charge including $1.2B in EV write-downs. After years of buybacks and slowing R&D management calls it a reassessment. Capital discipline is back but so is product risk" [X Link](https://x.com/AdamRich_CAF/status/1979216328167764074) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-17T16:01Z XX followers, XX engagements "Over the past three years $GM returned $20B+ to shareholderswhile cutting investment. Chinese peers like BYD ($1211-HK) and Xiaomi($1810-HK) ramped R&D and capacity producing EVs that now outclass global incumbents in range cost and integration" [X Link](https://x.com/AdamRich_CAF/status/1979216329518223607) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-17T16:01Z XX followers, XX engagements "After the restructuring BYD now spends more on R&D than $GM. The capital cycle is diverging: Western automakers are returning cash; Chinese firms are still investing. Innovation is the new scale and BYD is building both" [X Link](https://x.com/AdamRich_CAF/status/1979216331174969450) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-17T16:02Z XX followers, XX engagements "$F s CEO even said hes been driving a Xiaomi SU7for six months and doesnt want to give it up. A small moment but a telling one: Western automakers now admire the products their "capital discipline" helped others create" [X Link](https://x.com/AdamRich_CAF/status/1979216332554989630) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-17T16:02Z XX followers, XX engagements "Weve seen this movie before. In the 1970s GM underinvested in product quality while Japanese automakers reinvested heavily. By the 1980s GM had to partner with Toyotajust to relearn how to compete" [X Link](https://x.com/AdamRich_CAF/status/1979216333930647894) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-17T16:02Z XX followers, XX engagements "The pattern rhymes. Years of buybacks then the realization that competitors built better products. This time the learning curve isnt small cars or lean systems its batteries software and integration" [X Link](https://x.com/AdamRich_CAF/status/1979216335356702928) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-17T16:02Z XX followers, XX engagements "Capital Allocation Lens $GM vs $BYDDY $GM:Buybacks R&D Impairment $BYDDY:R&D Share Gains How many times can a company relearn the same lesson about underinvestment Not investment advice" [X Link](https://x.com/AdamRich_CAF/status/1979216336917037548) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-17T16:02Z XX followers, XX engagements "We flagged this earlier in our Winners & Warningsseries on autos: The Developed World Has an Auto Problem" [X Link](https://x.com/AdamRich_CAF/status/1979216338418647325) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-17T16:02Z XX followers, XX engagements "Sources: GM 8-K & Reuters Oct XX 2025 GM filings (20212025) BYD Annual Reports (20202024) Winners & Warnings The Developed World Has an Auto Problem (Vaughan Nelson 2025) Ford CEO quote via Car and Driver 2025" [X Link](https://x.com/AdamRich_CAF/status/1979216339869847680) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-17T16:02Z XX followers, XX engagements "High-ROE businesses often try to buy growth in low-ROE industries. They call it diversification. History calls it dilution" [X Link](https://x.com/AdamRich_CAF/status/1979974941526151191) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-19T18:16Z XX followers, X engagements "CFO Joe Wolk said the spin will lift MedTechs growth and margins by XX bps. But with growth dominating managements language the deeper question is: Is this about productivity or about becoming a growth stock" [X Link](https://x.com/AdamRich_CAF/status/1978484806112473546) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-15T15:35Z XX followers, XX engagements "While Reliance stalled $XOMs core oil operations generated tens of billions in cash flow. Focus compounded. Diversification diluted" [X Link](https://x.com/AdamRich_CAF/status/1979974940024566191) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-19T18:16Z XX followers, XX engagements "Sources The New York Times (19791986): Exxons Takeover Bid for Reliance Electric Big Oil Starts Thinking Smaller Corporate America Buys Itself Back Exxons Time of Opportunity Exxon Agrees to Sell Reliance" [X Link](https://x.com/AdamRich_CAF/status/1979974945665958099) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-19T18:16Z XX followers, XX engagements "The Capital Allocation Almanac Vol. X When Tobacco Tried to Go Dairy In 1988 Philip Morris (now $MO) bought Kraft (then $KFT later split into $MDLZand $KHC) for $XX billion then spent the next XX years trying to undo it. A story of hubris focus and why great businesses can survive bad deals (but never because of them)" [X Link](https://x.com/AdamRich_CAF/status/1977748379523268870) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-13T14:48Z XX followers, XXX engagements "What if they had spent that $XX billion on buybacks instead From 19882007 $MOcouldve cut its share count in half letting shareholders capture the compounding of its high-ROE tobacco engine directly. Sometimes the best allocation is inaction" [X Link](https://x.com/AdamRich_CAF/status/1977748386565533806) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-13T14:48Z XX followers, XX engagements "They paid $XXXX billionfor Kraft (then $KFT later split into $MDLZand $KHC) in 1988. At spin Kraft was worth around $XX billion roughly breakeven after inflation and two decades of drag. Meanwhile $MOs core business created hundreds of billionsin value" [X Link](https://x.com/AdamRich_CAF/status/1977748389266587655) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-13T14:48Z XX followers, XXX engagements "The Capital Allocation Almanac Vol. X When Big Oil Tried to Go Electric In 1979 Exxon ($XOM) spent $XXX billion buying Reliance Electric a Cleveland motor-controls company. A deal born of abundance: record cash flows political pressure and a belief that technology could redefine an oil giant" [X Link](https://x.com/AdamRich_CAF/status/1979974928041717772) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-19T18:16Z XX followers, XX engagements "By 1985 Reliance and Exxon Office Systems were written down. The ACS project was abandoned. $XOM 's diversification era was over. Its obvious oil companies dont make good conglomerates Exxon and Reliance come to mind. NYT 1985" [X Link](https://x.com/AdamRich_CAF/status/1979974937176690781) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-19T18:16Z XX followers, XX engagements "Today's Capital Allocation Daily: $ORCL is chasing AI growth but the cost of scale may reshape its economics. Gross margins once near XX% could settle in the mid-50s as Oracle mixes into a lower-ROIC business. 👇" [X Link](https://x.com/AdamRich_CAF/status/1980262647523061998) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-20T13:19Z XX followers, XXX engagements "$ORCLs AI buildout growth at any cost Oracles AI infrastructure push has tripled its capex in three years. CEO Safra Catz called it a once-in-a-generation opportunity. But behind the optimism is a structural shift and shrinking margins" [X Link](https://x.com/AdamRich_CAF/status/1980262649095979365) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-20T13:19Z XX followers, XXX engagements "The message echoes the growth at any cost pattern weve seen across AI infrastructure. When everyone invests at once capacity grows faster than demand and margins fall long before returns rise" [X Link](https://x.com/AdamRich_CAF/status/1980262653386756265) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-20T13:19Z XX followers, XX engagements "Capital Allocation Lens $ORCL Capital Source:Legacy software & license profits Capital Use:AI infrastructure buildout Capital Consequence:ROIC dilution margin compression Does growth still create value when it comes with structurally lower returns Not investment advice" [X Link](https://x.com/AdamRich_CAF/status/1980262654741557297) [@AdamRich_CAF](/creator/x/AdamRich_CAF) 2025-10-20T13:19Z XX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@AdamRich_CAF Adam Rich
Adam Rich posts on X about investment, $xom, buybacks, infrastructure the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
Mentions: XX #
Followers: XX #
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% automotive brands XXXX% countries XXXX%
Social topic influence investment 13.73%, $xom #46, buybacks 7.84%, infrastructure #1465, $gm #103, byd #493, inflation #2071, salesforce 3.92%, $crm 3.92%, $googl XXXX%
Top assets mentioned Exxon Mobil (XOM) GM (GM) Salesforce Inc (CRM) Cream (CRM) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Kraft Heinz Co (KHC) Knit Finance (KFT) Oracle Corporation (ORCL) Baker Hughes Co (BKR) Chart Industries, Inc. (GTLS) The Official XX Coin (67) Johnson & Johnson (JNJ) GMS Inc. (GMS) Altria Group Inc (MO) Philip Morris International Inc. (PM) Mosaic Co (MOS)
Top Social Posts #
Top posts by engagements in the last XX hours
"Historically $BKR favored organic reinvestmentand smaller tuck-ins. The $GTLS deal marks a step-change from capabilities-based M&A to a full portfolio reweighting. CAF view: this is inorganic diversification funded by a high-ROI core chasing growth in lower-return adjacencies"
X Link @AdamRich_CAF 2025-10-14T10:53Z XX followers, XX engagements
"What if $XOM had used that $XXX billion for exploration or buybacks By 1986 it had already spent $XXX billion repurchasing shares its best investment of the decade. Capital discipline would have compounded far better than capital ambition"
X Link @AdamRich_CAF 2025-10-19T18:16Z XX followers, XX engagements
"Dec 1986: $XOM sold Reliance for $XXXX billion barely breakeven after inflation. Seven years billions in distraction and nothing left but lessons"
X Link @AdamRich_CAF 2025-10-19T18:16Z XX followers, XX engagements
"The hardest part of capital allocation isnt finding new opportunities. Its resisting the urge to manufacture them"
X Link @AdamRich_CAF 2025-10-19T18:16Z XX followers, X engagements
"The Great Unwind: $JNJ and $BASFY $JNJ isnt alone. $BASFYis also selling assets and scaling back investment unwinding decades of M&A-driven expansion. Both are moving from growth by accumulation to value by focus. The diversification model that defined industrial and healthcare leaders for decades is giving way to portfolio simplification and capital discipline"
X Link @AdamRich_CAF 2025-10-15T15:35Z XX followers, XX engagements
"Todays Capital Allocation Daily: $CRM says AI is the next frontier yet its spending more on buybacks than R&D. Can Salesforce out-innovate OpenAI $MSFT and $GOOGL while sending most of its capital back to shareholders 👇"
X Link @AdamRich_CAF 2025-10-16T15:12Z XX followers, XXX engagements
"$CRMs capital allocation story: talking AI buying back stock. At Investor Day Salesforce announced $X B in new buybacks over six months after $X B LTM. Thats more than its $XXX B R&DLTM. If AI is the future shouldnt R&D be the biggest expense"
X Link @AdamRich_CAF 2025-10-16T15:12Z XX followers, XX engagements
"Competitors like OpenAI $MSFT $GOOGL $AMZNand Anthropicare spending tens of billions annuallybuilding model infrastructure and custom silicon. Salesforces AI investment looks small by comparison. Will its capital allocation strategy keep pace"
X Link @AdamRich_CAF 2025-10-16T15:12Z XX followers, XX engagements
"Capital Allocation Lens $CRM R&D Spend:$5.7B (LTM) Buybacks:$6B (LTM) + $7B planned next six months Interpretation:Shareholder returns innovation investment If AI is the decades biggest opportunity can $CRM afford to out-return instead of out-invest Not investment advice"
X Link @AdamRich_CAF 2025-10-16T15:12Z XX followers, XX engagements
"$GMs $1.6B EV impairment a capital cycle repeating. $GM recorded a $1.6B charge including $1.2B in EV write-downs. After years of buybacks and slowing R&D management calls it a reassessment. Capital discipline is back but so is product risk"
X Link @AdamRich_CAF 2025-10-17T16:01Z XX followers, XX engagements
"Over the past three years $GM returned $20B+ to shareholderswhile cutting investment. Chinese peers like BYD ($1211-HK) and Xiaomi($1810-HK) ramped R&D and capacity producing EVs that now outclass global incumbents in range cost and integration"
X Link @AdamRich_CAF 2025-10-17T16:01Z XX followers, XX engagements
"After the restructuring BYD now spends more on R&D than $GM. The capital cycle is diverging: Western automakers are returning cash; Chinese firms are still investing. Innovation is the new scale and BYD is building both"
X Link @AdamRich_CAF 2025-10-17T16:02Z XX followers, XX engagements
"$F s CEO even said hes been driving a Xiaomi SU7for six months and doesnt want to give it up. A small moment but a telling one: Western automakers now admire the products their "capital discipline" helped others create"
X Link @AdamRich_CAF 2025-10-17T16:02Z XX followers, XX engagements
"Weve seen this movie before. In the 1970s GM underinvested in product quality while Japanese automakers reinvested heavily. By the 1980s GM had to partner with Toyotajust to relearn how to compete"
X Link @AdamRich_CAF 2025-10-17T16:02Z XX followers, XX engagements
"The pattern rhymes. Years of buybacks then the realization that competitors built better products. This time the learning curve isnt small cars or lean systems its batteries software and integration"
X Link @AdamRich_CAF 2025-10-17T16:02Z XX followers, XX engagements
"Capital Allocation Lens $GM vs $BYDDY $GM:Buybacks R&D Impairment $BYDDY:R&D Share Gains How many times can a company relearn the same lesson about underinvestment Not investment advice"
X Link @AdamRich_CAF 2025-10-17T16:02Z XX followers, XX engagements
"We flagged this earlier in our Winners & Warningsseries on autos: The Developed World Has an Auto Problem"
X Link @AdamRich_CAF 2025-10-17T16:02Z XX followers, XX engagements
"Sources: GM 8-K & Reuters Oct XX 2025 GM filings (20212025) BYD Annual Reports (20202024) Winners & Warnings The Developed World Has an Auto Problem (Vaughan Nelson 2025) Ford CEO quote via Car and Driver 2025"
X Link @AdamRich_CAF 2025-10-17T16:02Z XX followers, XX engagements
"High-ROE businesses often try to buy growth in low-ROE industries. They call it diversification. History calls it dilution"
X Link @AdamRich_CAF 2025-10-19T18:16Z XX followers, X engagements
"CFO Joe Wolk said the spin will lift MedTechs growth and margins by XX bps. But with growth dominating managements language the deeper question is: Is this about productivity or about becoming a growth stock"
X Link @AdamRich_CAF 2025-10-15T15:35Z XX followers, XX engagements
"While Reliance stalled $XOMs core oil operations generated tens of billions in cash flow. Focus compounded. Diversification diluted"
X Link @AdamRich_CAF 2025-10-19T18:16Z XX followers, XX engagements
"Sources The New York Times (19791986): Exxons Takeover Bid for Reliance Electric Big Oil Starts Thinking Smaller Corporate America Buys Itself Back Exxons Time of Opportunity Exxon Agrees to Sell Reliance"
X Link @AdamRich_CAF 2025-10-19T18:16Z XX followers, XX engagements
"The Capital Allocation Almanac Vol. X When Tobacco Tried to Go Dairy In 1988 Philip Morris (now $MO) bought Kraft (then $KFT later split into $MDLZand $KHC) for $XX billion then spent the next XX years trying to undo it. A story of hubris focus and why great businesses can survive bad deals (but never because of them)"
X Link @AdamRich_CAF 2025-10-13T14:48Z XX followers, XXX engagements
"What if they had spent that $XX billion on buybacks instead From 19882007 $MOcouldve cut its share count in half letting shareholders capture the compounding of its high-ROE tobacco engine directly. Sometimes the best allocation is inaction"
X Link @AdamRich_CAF 2025-10-13T14:48Z XX followers, XX engagements
"They paid $XXXX billionfor Kraft (then $KFT later split into $MDLZand $KHC) in 1988. At spin Kraft was worth around $XX billion roughly breakeven after inflation and two decades of drag. Meanwhile $MOs core business created hundreds of billionsin value"
X Link @AdamRich_CAF 2025-10-13T14:48Z XX followers, XXX engagements
"The Capital Allocation Almanac Vol. X When Big Oil Tried to Go Electric In 1979 Exxon ($XOM) spent $XXX billion buying Reliance Electric a Cleveland motor-controls company. A deal born of abundance: record cash flows political pressure and a belief that technology could redefine an oil giant"
X Link @AdamRich_CAF 2025-10-19T18:16Z XX followers, XX engagements
"By 1985 Reliance and Exxon Office Systems were written down. The ACS project was abandoned. $XOM 's diversification era was over. Its obvious oil companies dont make good conglomerates Exxon and Reliance come to mind. NYT 1985"
X Link @AdamRich_CAF 2025-10-19T18:16Z XX followers, XX engagements
"Today's Capital Allocation Daily: $ORCL is chasing AI growth but the cost of scale may reshape its economics. Gross margins once near XX% could settle in the mid-50s as Oracle mixes into a lower-ROIC business. 👇"
X Link @AdamRich_CAF 2025-10-20T13:19Z XX followers, XXX engagements
"$ORCLs AI buildout growth at any cost Oracles AI infrastructure push has tripled its capex in three years. CEO Safra Catz called it a once-in-a-generation opportunity. But behind the optimism is a structural shift and shrinking margins"
X Link @AdamRich_CAF 2025-10-20T13:19Z XX followers, XXX engagements
"The message echoes the growth at any cost pattern weve seen across AI infrastructure. When everyone invests at once capacity grows faster than demand and margins fall long before returns rise"
X Link @AdamRich_CAF 2025-10-20T13:19Z XX followers, XX engagements
"Capital Allocation Lens $ORCL Capital Source:Legacy software & license profits Capital Use:AI infrastructure buildout Capital Consequence:ROIC dilution margin compression Does growth still create value when it comes with structurally lower returns Not investment advice"
X Link @AdamRich_CAF 2025-10-20T13:19Z XX followers, XXX engagements