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233: SpaceX $17B Deal, Tesla Bull Case, Oracle’s $1T AI Run, Gas Wars Release & PunkStrategy

Not Investment Advice

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Oracle's Rise: Earnings, Doubts, and Market Dynamics

This chapter explores the recent spike in Oracle's stock value following a remarkable earnings report and a bold announcement of a $450 billion project pipeline. The speakers discuss the market's reaction and critique Oracle's past revenue recognition practices while analyzing its aggressive sales tactics and skepticism surrounding a major contract with OpenAI. Additionally, the conversation delves into the tech landscape involving strategic maneuvers by notable figures and the implications of Oracle's potential involvement in acquisitions like TikTok.

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