Bloodbath at Oracle?
| Iridescent well-lubricated principal's office | 01/27/26 | | lavender bull headed lay | 01/27/26 | | Paralegal Mohammad | 02/03/26 | | Ass Sunstein | 02/03/26 | | Iridescent well-lubricated principal's office | 01/27/26 | | Iridescent well-lubricated principal's office | 01/27/26 | | Azure public bath | 01/27/26 | | ultramarine infuriating church building | 01/27/26 | | Bipolar thriller parlor | 01/27/26 | | motley area nibblets | 01/27/26 | | Azure public bath | 01/27/26 | | ultramarine infuriating church building | 01/27/26 | | motley area nibblets | 01/27/26 | | Iridescent well-lubricated principal's office | 01/27/26 | | Racy Church | 01/27/26 | | Bipolar thriller parlor | 01/27/26 | | John Frum | 02/03/26 | | Iridescent well-lubricated principal's office | 01/27/26 | | Azure public bath | 01/27/26 | | Racy Church | 01/27/26 | | Narrow-minded institution travel guidebook | 01/27/26 | | Iridescent well-lubricated principal's office | 01/27/26 | | Racy Church | 01/27/26 | | henna galvanic useless brakes friendly grandma | 01/27/26 | | Iridescent well-lubricated principal's office | 01/27/26 | | computer online | 02/03/26 | | Jared Baumeister | 02/03/26 | | computer online | 02/03/26 | | Jared Baumeister | 02/03/26 | | ,.,..,.,..,.,.,.,..,.,.,,..,..,.,,..,.,,. | 02/03/26 | | goy orbison | 02/03/26 | | goy orbison | 02/03/26 | | trad christian e-girl fucking 100s of random guys | 02/03/26 | | computer online | 02/03/26 | | goy orbison | 02/03/26 | | computer online | 02/03/26 | | trad christian e-girl fucking 100s of random guys | 02/03/26 | | computer online | 02/03/26 | | goy orbison | 02/03/26 | | FizzKidd | 02/03/26 | | computer online | 02/03/26 | | trad christian e-girl fucking 100s of random guys | 02/03/26 | | Paralegal Mohammad | 02/03/26 | | in minecraft | 02/03/26 | | Jared Baumeister | 02/03/26 | | in minecraft | 02/03/26 | | Paralegal Mohammad | 02/03/26 | | AZNgirl talking Selfie with Snow Leopard Handsome | 02/03/26 |
Poast new message in this thread
 |
Date: January 27th, 2026 12:28 AM Author: Iridescent well-lubricated principal's office
Oh fuck what does this sound like?
Initial players in large syndication deals often seek to sell off portions of their loan commitments to other players, including other banks and institutional investors.
But the sale of these positions, which is done to reap quick profits and lower exposure, has become trickier in the case of Stargate.
Two bankers and a financing executive who are familiar with the syndication market said that the rising perception of risk around Stargate meant that lenders now wanted higher yields to lend to it. That has placed recent Stargate syndicators in a position where they can no longer profitably sell off debt that was arranged at tighter spreads just a few months ago.
(http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2Firm#49622636) |
Date: January 27th, 2026 10:04 AM Author: Azure public bath
Just a chill $500 BILLION IN CASH needed to build out the "Stargate" data centers. That's 10x what OpenAI is seeking in its latest funding round (reportedly.) All for something with no path to profitability.
The same goes for "Data Centers in Space." The energy publication Doomberg had an amazing write-up about the insane futility of the idea.
At this point I believe that everything is in service of perpetuating the debt bubble. It is completely insane.
(http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2Firm#49623008)
|
Date: January 27th, 2026 12:27 PM Author: Iridescent well-lubricated principal's office
TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell Cerner to keep up with the debt on the data centers it’s building for OpenAI. It also says multiple US banks have pulled back from Oracle data center deals.
https://x.com/i/status/2015968336669245688
(http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2Firm#49623433) |
 |
Date: February 3rd, 2026 5:40 PM
Author: ,.,..,.,..,.,.,.,..,.,.,,..,..,.,,..,.,,.
oracle's systems are spyware, which is part of the story that is rarely mentioned. adopting 'oracle' is a way for companies to signal to the government and other interests that they are playing within the system and don't need to be targeted.
(http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2Firm#49644646) |
|
|