ORACLE'S STOCK DROPPED 3.2% IN PREMARKET TRADING, AS WSJ REPORTS OPENAI DID NOT MEET REVENUE AND USER GOALS.

@FirstSquawk People fall for the same FUD again and again.

@FirstSquawk @markoinny Claude is the best after using all of them. Open AI pricing model is not reasonable for the quality.

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@FirstSquawk Fairly certain this identical headline hit 1 month ago 🤣

@FirstSquawk It’s still quite strong fundamentally: alcapitaladvisory.com/research/equit…

@FirstSquawk This shows how tightly coupled cloud providers are to AI growth narratives right now

@FirstSquawk $ORCL partnership was supposed to be the AI infrastructure goldmine. If OpenAI can't hit basic metrics with that compute power behind them, either the AI spend cycle's peaking or Oracle's cloud margins are about to get ugly.

@FirstSquawk @markoinny x.com/bmlascolea/sta…

@FirstSquawk @markoinny The fake contract

@FirstSquawk AI valuations are so stretched that even slight growth disappointments trigger instant repricing

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@FirstSquawk OpenAI misses targets and Oracle drops 3.2%. Infrastructure bets only work when the tenant scales. Right now OpenAI is a $500B valuation sitting on underutilized capacity.

@FirstSquawk Even strong sectors get volatility when expectations are priced aggressively.

@FirstSquawk Oracle bet big on OpenAI infrastructure and now the bill is coming due. When your tenant struggles, the landlord feels it too.

@FirstSquawk the infrastructure play only counts when it's bad news apparently

@FirstSquawk beginning of the end

@FirstSquawk 😱😱😱

@FirstSquawk BUT AI IS SO BULLISH!!! EAT MORE SEMIS

@FirstSquawk @markoinny Orcl is a dog always a dog

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@FirstSquawk Oracle will be green today.

@FirstSquawk 오픈AI는 제미나이에게 밀렸고, 지금은 클로드에게 밀리고 있다. 마소도 손절인가?

@FirstSquawk My next Strategy!! ⬇️