The Economics of Oracle - Hivelr
While Oracle faces the challenge of scaling its cloud footprint amid fierce competition, its deep enterprise roots and integrated AI strategy position it well for sustainable, high-margin growth.| Hivelr
One of the core differences of the current AI revolution from the earlier bubble periods was that almost all of the funding so far has come from operating cash flow (OCF) of some of the most profitable companies on earth! Despite massive capex increases in recent years, all the major| MBI Deep Dives
$AMD offers stock and chips to OpenAI in an effort to break $NVDA’s near-monopoly status. DKI wonders where we’re going to get the electricity supply to power all those chips. Gold crosses $4k on the way to a new all-time high. Or as we like to put it: Gold is staying stable while the dollar ... Read more The post Weekly Points – October 10th, 2025 – 5 Things to Know in Investing This Week – The Gold! Issue appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
While Oracle faces the challenge of scaling its cloud footprint amid fierce competition, its deep enterprise roots and integrated AI strategy position it well for sustainable, high-margin growth.| Hivelr
