๐ Oracleโs 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.
๐ฑ๏ธ CEOs sign filings under oath, and lying on them is a crime.
๐ฑ๏ธ The filings do not show how much AI demand comes from companies buying each otherโs products.
๐ฑ๏ธ Oracleโs 121% growth figure includes this type of revenue, without disclosing how much.
๐ฑ๏ธ 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.
โ๏ธ @venture
๐ Oracleโs Filings Under Scrutiny Michael Burry says Big Tech filings may not show the full scale of
Venture Capital
@ventureThe official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).
2,243,859 ืื ืืืื
ืคืชื ืืืืืจื