$MSFT news last week now this, what is SEC doing? https://t.co/ieuyGXnoC3
— TT3 (@TradingThomas3) December 12, 2025
Grok:
Oracle stock fell after Bloomberg reported delays in some OpenAI data centers to 2028 due to labor/material shortages. Oracle denied it, stating no delays to contractual sites and all milestones on track. This echoes last week’s report on US power grid issues risking delays for Microsoft and OpenAI expansions. The thread questions what the SEC is doing about such disclosures.
One day soon the entire tech space is gonna nuke
When ppl realize every single hyperscaler's FCF will look like this for the next decade$META $AMZN $MSFT $GOOG $ORCL $QQQ pic.twitter.com/jd4OaoAwry
— Zoomer 🧢 (@zoomyzoomm) December 12, 2025
It’s starting to get really interesting: The AI infrastructure leverage unwind is now playing out in real time💥
$ORCL -13% post-earnings. CDS blowing out to the widest levels since the GFC, CAPEX still accelerating, FCF swinging deeply negative. $CRWV CDS simultaneously repriced to fresh all-time wides.
$AVGO-9.8% today.
Market participants have begun treating AI/GPU lease receivables as non-eligible collateral for repo and prime-brokerage financing.
Risk-off contagion from here would likely spread next to the private-credit /CLO layer holding the mezzanine and preferred equity tranches of these same data-center SPVs
#REPO #COLLATERAL
It’s starting to get really interesting: The AI infrastructure leverage unwind is now playing out in real time💥$ORCL -13% post-earnings. CDS blowing out to the widest levels since the GFC, CAPEX still accelerating, FCF swinging deeply negative. $CRWV CDS simultaneously… pic.twitter.com/p5lC8kR4FR
— Amit Noam Tal (@amital13) December 12, 2025