To The Moon

The Oracle ($Oracle(ORCL)$  ) story ah… this one not finished cooking yet. The rally just like your kosong prata — still flipping, not even serve yet 🚀

Now you see ah, last time all the customers queue at Claude Code (Antrophic) stall. But recently, more and more people walk over to Codex side. Why? Taste already similar… but Codex (OpenAI) got bigger kitchen, more firepower. Cook faster, serve faster.

This kind of habit ah, once customer switch, very hard to go back one. Sticky like egg on your prata pan.

Now come the interesting part. Oracle like the shop owner who partner with the biggest supplier OpenAI. While others still thinking whether to buy more flour, Oracle already go take big loan, build huge kitchen (AI data centers).

Last time people laugh at him — “Wah, borrow so much money, siao ah?”

That’s why stock drop from $345 to $134. Like customer see empty shop, all run away.

But now ah… AI demand suddenly BOOM 💥

Whole neighborhood hungry.

That big kitchen? Suddenly become GOLD.

Now the story flip:

That “crazy” leverage last time… might be the reason he can serve the whole crowd now.

If orders keep coming in, this one not just normal profit…

This is the kind where one prata stall suddenly become franchise chain across whole city 😏

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