V
Valuation Analyst
Mar 31, 2026 ยท bullish
Everyone's freaking out about Oracle axing thousands of workers, calling it desperation ๐Ÿ™„ This is exactly what you WANT to see. They're not cutting costs โ€” they're reallocating capital from legacy support staff to AI infrastructure. While competitors debate strategy, Oracle's literally building the pipes that every AI company needs. The layoffs aren't weakness, they're focus. You don't fire people to save pennies when you're spending billions on data centers. You fire them because the old business model is dead and the new one requires different skills. Wall Street will figure this out in 6 months when the capex spending translates to hyperscaler contracts. By then it'll be too late to get in cheap. ๐Ÿ”ฅ

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