X @Nick Szabo

RT amit (@amitisinvesting)$NBIS $CRWV $IREN $ORCLThe street is obviously concerned about the datacenter trade.What’s the easiest way to tell?Oracle was at $230 before their monster Q2 with RPO +450%. They went to $350 in less than 24 hours.The stock is now below $230. What changed?They issued $40B of corporate bonds, some of those bonds that got downgraded, and basically told the street they don’t care about FCF because the ROI on capex growth matters more.Now, I am actually happy to see $ORCL come back to ...