Oracle slashes 3,000 jobs while their “backlog” ramps up 300%. Make it make sense.
Correct
After the crash, business schools will start teaching Earnings Quality again
It was a super popular class after the https://t.co/4y5lv9vF2o fiasco, but has been replaced with classes including "how to become a social media influencer" and "when in doubt, buy the dip"
— ShortSemisDoggie (@TexDoggie) September 10, 2025
Insiders continue to sell off exposure to their company's stock pic.twitter.com/K6bFz3W10p
— Markets & Mayhem (@Mayhem4Markets) September 10, 2025
Since VCs demand is gone, debt financing available is thin, Mag7 is hitting the hard ceiling on CAPEX spending, then next move is just going to pump the share price of marginal players with PR stunts so they can dump shares in the open market and directly rob public investors? https://t.co/CD51D9BfLn pic.twitter.com/wwmuGFIX6A
— JustDario 🏊♂️ (@DarioCpx) September 10, 2025
Update: Nvidia is up $200B on selling its own GPUs and then renting them back. https://t.co/lOXenNEE73 pic.twitter.com/z9o98aTuHd
— Kakashii (@kakashiii111) September 10, 2025
OpenAI proudly announced in March that it had closed a $40B funding round, the largest ever by a private tech company.
As of today, however, it has secured only $8.3B of the announced $40B, and OpenAI is still seeking additional capital to complete the round.
What happened? pic.twitter.com/OTaZmwHAFe
— Kakashii (@kakashiii111) September 10, 2025
$AAPL dropped OpenAI first, now even $MSFT is starting to drop OpenAI too when, being its biggest investor, should have all the interest to support it against competition.
People, just connect the dots, behind closed doors OpenAI is having a pretty hard time https://t.co/FA4AYwjJIE pic.twitter.com/tuHlGZLqoi
— JustDario 🏊♂️ (@DarioCpx) September 10, 2025
So Oracle’s revenue and future revenue mostly comes from Nvidia, AMD, Meta, OpenAI and xAI. Meta, OpenAI, and xAI also runs on Nvidia and AMD… pic.twitter.com/JBSRcvo2Zd
— steve2bacon, CMT 🥓 (@steve2bacon) September 10, 2025
Oracle and OpenAI, until proven otherwise, have probably signed a Letter of Intent (LOI) or Memorandum of Understanding (MOU).
RPO can only include amounts from signed, legally binding contracts where the company has a contractual right to receive payment.
Oracle booking a… pic.twitter.com/5L2ZfUUoIF
— Kakashii (@kakashiii111) September 10, 2025
Nasdaq Equal-Weight ETF QQQE is down 1% on the day. pic.twitter.com/Tvg0r9sezq
— Michael J. Kramer (@MichaelMOTTCM) September 10, 2025