📉 Oracle’s Filings Under Scrutiny
Michael Burry says Big Tech filings may not show the full scale of AI commitments. Oracle is his main example, with $288B in leases it has not started paying.
🖱️ CEOs sign filings under oath, and lying on them is a crime.
🖱️ The filings do not show how much AI demand comes from companies buying each other’s products.
🖱️ Oracle’s 121% growth figure includes this type of revenue, without disclosing how much.
🖱️ Amazon, Meta, Alphabet, Microsoft, and Oracle made $400B in profit last year, a fraction of their committed spending.
Burry is not calling it fraud. His point is that the truth may not be in the filings.
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📉 Oracle’s Filings Under Scrutiny Michael Burry says Big Tech filings may not show the full scale of
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