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맨즈헬스닥터쉔
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맨즈헬스닥터쉔
@MenHealthToday
비뇨기과 전문의, 맞팔은 💕 입니다 의학,건강,정치,역사,투자,테크,유머,섹시,스포츠,카리나
서울 Katılım Mart 2023
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접바둑이긴 해도
AI 확실히 잘알고 있는 신진서기 때문에 이길수 있었다고 생각한다
3국도 이길거라 믿습니다.
쫄지마~~
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맨즈헬스닥터쉔 retweetledi

$ORCL is down 65% from its highs, trades at just 21x earnings, and is one of the biggest opportunities in the entire market.
The one and only reason $ORCL has been crushed is its massive reliance on OpenAI and their $300B compute deal.
The market fears OpenAI won’t be able to pay what it promised, leaving Oracle with hundreds of billions invested in infrastructure and no one to buy that capacity.
But as Co-CEO Clay Magouyrk said, the infrastructure AI customers need is largely the same.
If OpenAI can’t pay, $ORCL will have no shortage of customers for that capacity.
AI compute demand isn’t going anywhere.
The market is pricing in a disaster that won’t happen.
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