Roshansim17

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𝐓𝐡𝐨𝐮𝐠𝐡𝐭𝐬 𝐨𝐧 𝐓𝐡𝐞 𝟑𝟎𝟎 𝐁𝐢𝐥𝐥𝐢𝐨𝐧 𝐃𝐞𝐚𝐥 𝐁𝐞𝐭𝐰𝐞𝐞𝐧 𝐎𝐩𝐞𝐧𝐀𝐈 & 𝐎𝐫𝐚𝐜𝐥𝐞 𝐒𝐡𝐨𝐫𝐭 𝐦𝐞𝐬𝐬𝐚𝐠𝐞 𝐭𝐨 𝐦𝐲 𝐜𝐨𝐩𝐢𝐞𝐫𝐬 𝐟𝐢𝐫𝐬𝐭: For those who prefer fewer posts, portfolio updates will be titeled “Portfolio Update,” while opinion posts will start with “Thoughts On” and use a blue/black theme for easy recognition. If you’d rather skip opinion posts, you can simply ignore those. Dear Copiers and Followers: Last Wednesday, surged as much as 41.3% before ending the week with a 30.52% gain. This rally fueled positive sentiment across all AI infrastructure, with the up 0.5% and the up 0.4% that day. The move followed Oracle’s stellar earnings report and an upgraded growth outlook. The most notable number was the 359% YoY jump in RPO (Remaining Performance Obligations). The huge future earnings are largely attributed to a deal signed between OpenAI and Oracle. The deal includes OpenAI paying Oracle 60 billion dollars annually for five consecutive years starting in 2027. In return, Oracle will provide OpenAI with 4.5 gigawatts of computing power for model training. So far, so good. Investors got excited about those numbers, and capital was pouring into .

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