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1:46
YouTube
Offside Capital
Why Microsoft Got Rewarded and Oracle Got Wrecked
Microsoft and Oracle are both spending billions on AI, but the market treated them completely differently. Microsoft self-funds its capex, has the tightest CDS spreads of any hyperscaler, and OpenAI is only 39% of its backlog vs 58% for Oracle. Full breakdown → offside-research.beehiiv.com #Shorts #Microsoft #Oracle #Investing #StockMarket # ...
915 views
1 month ago
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