NEW: Leopold Aschenbrenner’s wedding reportedly featured a pre-wedding “colloquium” where guests discussed investment ideas in panels & breakout sessions.
Premium Newsletter: The Hater's Guide To Oracle Part 2.
Oracle is dying. Its revenue has been flat for 20 years, even with $20bn+ in acquisitions. Its employees and customers hate it, and AI data centers and $150bn+ in debt may be what finally kills it.
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OpenAI Codex user growth is yet another positive signal for AI demand. $ORCL and $MSFT, given their deep ties to OpenAI, should eventually benefit from improving sentiment after months of negative headlines.
Breaking: The Supreme Court sided with Bayer in its fight against claims that it failed to warn consumers that Roundup causes cancer on.wsj.com/4w4Cog4
Wal Timmy und kein Ende. Jetzt ist der mittlerweile wohl tote Medienheld des April Gegenstand des Wahlkampfs in Mecklenburg-Vorpommern. Die CDU wirft der SPD ein PR-Theater bei den missglückten Rettungsversuchen vor. Recht hat sie. Abers hat diese 13-Prozent Partei CDU in M-V