The Compound 对 $ORCL 的判断变化

2026-08-28看跌
《The Four Horsemen of the AI Apocalypse | TCAf 257》
Oracle基本面疲软(实际营收持平、管理混乱)且估值过高,股价应从当前水平进一步下跌。

我必须明确一点,Microsoft 的销售团队……只有一层比这更令人厌烦,那就是 Oracle,而 Oracle 是一个完全不同的问题。

I must be clear Microsoft sales teams are there's only one level higher of more annoying and that's Oracle and Oracle is a whole other problem

只有一层比这更令人厌烦,那就是 Oracle,而 Oracle 是一个完全不同的问题。但现在他们已经解除了与 OpenAI 的独家协议,这只会让情况变得更糟,因为现在 OpenAI 需要在八年内向 Amazon 花费 1380 亿美元,向 Cabus 花费 200 亿美元,向 Core 花费 224.4 亿美元。

我们与 Oracle 的合同超过 3000 亿美元。

there's only one level higher of more annoying and that's Oracle and Oracle is a whole other problem but now they've divorced themselves from the exclusivity agreement with open AAI which only makes it worse because now OpenAI needs to spend 138 billion over eight years with Amazon 20 billion with Cabus 22.4 4 billion with core. We have 300 billion plus with Oracle.