The Enron-like accounting inflating the AI mania: Oracle’s revenue stream mostly depends on Nvidia, AMD, Meta, OpenAI, and xAI, yet Meta, OpenAI and xAI themselves all run on Nvidia and AMD.

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 …

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