Mayfair Cynic
@mayfaircynic.bsky.social
It does seem like they're going to be left holding the bag on this, doesn't it?
December 14, 2025 at 11:36 PM
It does seem like they're going to be left holding the bag on this, doesn't it?
Reposted by Mayfair Cynic
I never thought I’d say this, but I genuinely wonder if Oracle could die! One of the few true bailout targets I’d humor. They’re doing $248bn of lease deals while spending $12bn in capex a quarter, negative cash flow too. Nasty stuff
www.theinformation.com/briefings/or...
www.theinformation.com/briefings/or...
Oracle Strikes $150 Billion of Data Center Leases in November Quarter
Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud d...
www.theinformation.com
December 14, 2025 at 11:26 PM
I never thought I’d say this, but I genuinely wonder if Oracle could die! One of the few true bailout targets I’d humor. They’re doing $248bn of lease deals while spending $12bn in capex a quarter, negative cash flow too. Nasty stuff
www.theinformation.com/briefings/or...
www.theinformation.com/briefings/or...
Ah, no, this is Gilde.
December 14, 2025 at 10:36 PM
Ah, no, this is Gilde.
"A haaaaaat-trick?"
December 14, 2025 at 6:57 AM
"A haaaaaat-trick?"
Francis died on 21 April 2025
December 13, 2025 at 10:07 PM
Francis died on 21 April 2025
Reposted by Mayfair Cynic
Ordinary teams lose 2-1. Great teams lose 2-1 while scoring all three goals.
December 13, 2025 at 9:58 PM
Ordinary teams lose 2-1. Great teams lose 2-1 while scoring all three goals.