Post by Daniel Newman on X
Daniel Newman@danielnewmanUV
XThe $ORCL is losing ‘bigly’ on its $NVDA story feels a bit misleading.
At first blush it looks like standing up the equipment and timing of purchase versus deployment is the cause not a lack of demand or pricing power.
Feels misleading at best and pure FUD at worst.
195 likes45 repliesPosted Oct 7, 2025