0billionaire
2023-12-12

$NVIDIA Corp(NVDA)$ The idea that Oracle’s earnings missed on expectations would be bearish for NVDA is “absurdly illogical”, and shows short bettors are way out of their “circle of competence” in basic: Business-101!!! — ORCL underperformed in their Cloud business unit, and most “critical thinkers” with a basic background in technology would assume that the proper Mgmt solution, and response would be to invest in more of NVDA’s AI architecture to improve the weaker performing business — rather than to remain static, by cutting capital spend which would be the worst all their options!!!

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