The Best One Yet

🔮 “New Richest Human” — Oracle’s 40% surge. Ralph Lauren’s AI nepobaby. “Got Milk?” 30th b’day. +Pokemon Card investors.

16 snips
Sep 11, 2025
Oracle’s stock skyrockets 40%, making Larry Ellison the world’s richest person. Ralph Lauren’s innovative AI strategies are driving its success. The iconic 'Got Milk?' campaign celebrates its 30th anniversary, making a nostalgic comeback. Plus, Pokémon cards are emerging as a surprising investment, soaring 3,000% and outperforming the stock market. Tune in for insights on these dynamic business trends!
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ANECDOTE

Pokemon Cards Outperformed Stocks

  • Pokemon trading cards, held mint condition since 2004, returned about 3,821%, vastly beating the S&P 500.
  • The hosts cite individual sales like a Pikachu card fetching $5.3 million to illustrate the craze.
INSIGHT

Oracle Is The AI Infrastructure King

  • Oracle booked roughly $300 billion in cloud/AI contracts over three months and investors reacted like it proved durable AI demand.
  • The contracts are multi-year bookings, not immediate cash, so the headline surge reflects future expectations more than instant revenue.
INSIGHT

Servers Became The Scarce AI Resource

  • Oracle sold huge server capacity to AI companies, positioning itself as a shovel-seller in the AI gold rush.
  • Those deals power models for OpenAI, Meta and X.A.I., turning boring servers into strategic scarcity.
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