Oracle(US:ORCL) From The Desk Of Anthony Pompliano·2025-09-12 21:00Recession Outlook - Jordy Visser believes there is no possibility of a recession due to government and Fed intervention preventing massive job losses [2] - Nominal GDP is growing at 3%, supported by revenue growth for companies and the buildout of AI [3][4] - The economy is undergoing a significant change with consumption driven by healthcare, alongside growing industrial needs in power, pumps, batteries, and solar [7][8] Oracle's Performance - Oracle's stock surged 41%, reaching a market cap of $954 billion [8] - Larry Ellison owns 43% of Oracle, valued at $410 billion [9] - Since 2011, Oracle has spent $155 billion on buybacks, reducing shares from 5 billion to under 3 billion [9] Open Door's Strategy - Open Door hired a new CEO from Shopify with a $1 per year salary, incentivized by stock appreciation [10][11] - The new CEO could potentially earn $6 billion if the stock reaches $82 a share [11] - The company aims to become lean and drive more revenue with the new leadership [13][14]