Tag Archives: Oracle

September 26, 2026 · 16:39

TradeDelicious

Yes, a difficult word and not one I understand all the time, that blissful feeling that oozes over me comes with a shortage and it is shared by all with a weak understanding of economy (not something that happens to people like Mark Carney), but I (the one and only) an at times blissfully ignorant of the economic condition. As such, at times, I fear that ‘weakness’, but I do not fear being weak on this, as such I try to keep awake (as like, not sleeping) on the economic condition. And I was ‘made’ aware of an article in TradingView by the headline ‘Michael Burry Warns Microsoft, Amazon and Oracle Could Face AI Write-Off Shock’ where we see “Burry said net capital investment by S&P 500 companies reached 2.07% of GDP at June 30, a level he described as the highest in nearly four decades outside the period following the 2000 Nasdaq peak. He estimated that Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), Meta (META) and Oracle (ORCL) have about $3 trillion in commitments and other exposures linked to AI infrastructure, including leases, construction projects and purchase obligations.” So, whilst we also see that these are the firms that ‘eloquently’ dismiss staff members all over the globe, the idea that 5 firms have over 3000 billion invested on fake AI settings (my personal view) is a little too shaky to consider and that needs to be taken into consideration. You see, I don’t care about Microsoft, they did this to their self, but I am concerned about Google and Oracle. They are the massive backbone of larger IT. And they are firms where I would have liked to have been part of and part of me still are. I deliver support and customer care and as such I believe that these two firms are part of what most of us really like. But I also see that if support and customer care diminish in these two parts of IT, customer care will really falter on a near global foundation and as such places like TradingView are making me aware of hardship coming our way and don’t take the words of Satya Nadella as some kind of gospel. A little less than 15 hours ago he basically proclaimed “Nadella thinks the AI industry is too self-obsessed to explain why anyone else should care. “I think we are way too self-obsessed as an industry about, look at us, how glorious we are,” he tells me. His prescription is to let the people using AI speak to its benefits and demonstrate that it creates economic opportunity for workers and the communities hosting data centers. More pronouncements from tech CEOs won’t do it: “Any amount that I say or any one of us say is not good enough anymore, I feel.””, I say that anyone claiming that a fake setting is glorious, I have said so again and again. And the ‘doubt’ (brought like a second hand car salesman in a championship voice) will not cut it and the people are figuring this out, right now, the world is figuring out that that AI is a sliding scale whilst more and more are realizing that this is over a decade away, so that issue with Trust is a hidden trap. He, in the near past stated that he “envisions a future where enterprises manage millions of AI agents working alongside human staff”, really? Microsoft cut more than 15,000 jobs across two major rounds in 2025 to reallocate resources toward massive artificial intelligence (AI) infrastructure investments and 4800 jobs in 2026. That is massive and the claim that “An autonomous “always-on” digital teammate running on cloud servers that can work 24/7 without waiting for a prompt. Users assign it a name, role, and goal to track project decisions, watch channels, remind colleagues, and manage multi-step workflows” I reckon he got that ‘Always on’ from Don Mattrick and you know what happened there. It basically costed him the entire gaming branch Microsoft ones had and now that is basically gone. And then for the longest time he ‘proclaimed’ that “Microsoft and industry research project that more than 1.3 billion AI agents will be in operation across global business systems by 2028” and whilst we can see that 1.3 million (a 0.1% part is coming true, the idea that the 99.9% comes within the next 14 months is laughable to say the least. It is predictive speculation (which is nothing like predictive analytics) and he better adjust his point of view and I saw that even before he made that claim. I speculatively am considering that he has been sniffing the Microsoft glue too much. So as we all take notice of this, we also see that people Like Oracle have been footing the hardware and software bill and the makes sense, because no matter how I see things, even in predictive analytics, whomever holds the hardware and software will become undisputed rules of that field and that is where I see Oracle going, as such “Oracle has cut approximately 21,000 jobs globally (about 13% of its workforce) over the past year as part of a major corporate restructuring to fund massive investments in artificial intelligence (AI) and data center infrastructure” (source: BBC) makes little sense. In all earnest, if people are to embrace the data centre vibe, Oracle needs more, not less people. Because all these dim witted  IT population out there needs to come massively aware of the shortcomings of data centres and with that the people who are learning that trinary beats binary in that field will take massive undertaking and even as Oracle is one of two players to be aware of that (Snowflake will be the other one) we can see that the world will undergo changes and massive ones. As such I felt that my ‘expertise’ in training, tech support and customer care would be my asset when all this hit and that current population of ‘yay’ sayers will undo itself in a haze of confusion when the world gets the setting that they had been betting on the wrong horses all along. It basically would set me up for a better job in the currently near future in Canada, the UAE, EU or other commonwealth places. Because the truth is that when people are figuring this out, the people they fired at Oracle will be worth their weight in gold and I feel that I would be on the ‘good’ stack of people discarded a little too soon and the was making me happy. 

So to see the View of TradingView where we also see “Burry expects investment to keep rising and said write-downs could emerge around 2028 or 2029 if AI capacity exceeds demand. He compared the current spending cycle with the late-1990s telecom buildout, when heavy investment was followed by excess capacity, weaker returns and substantial depreciation. He also questioned Oracle’s treatment of customer prepayments and cited rising financing concerns surrounding its large data-center projects.” But consider that he states that “when heavy investment was followed by excess capacity, weaker returns and substantial depreciation” comes with shortage of staff and the ‘figment’ setting of 1.3 billion AI agents. The pure waters will require tens of thousands of support staff, because when that part goes, the global customer care and customer support stations will be empty of people and anyone not ready there will be requiring that group of people to be fought over and quite hard. And in all this, no one is looking at the requirement of IBM at that setting and it will acquire as many ex-Oracle staff as they can for the mere need of support for its IBM Bob (basically the IBM Watson AI branch) coding agents and that shortage needs to be filled up fast, because as we are given “IBM Bob Powers Faster Innovation, Higher Productivity & Modern App Development. IBM Bob Accelerates Development by Automating Complex, Time‑Consuming Works. Earlier Risk Detection. 100K+ visits in past month” Yes, there is a market for those who are putting in the time and the hours and that is where (at present) IBM will surpass all others and whilst I hate to see that Oracle is to be surpassed, they did this to themselves. But as I see it, the market is ruled by those who steered firm and clear past the ‘AI BS’ that the world is drowning in and IBM is one of the few who seemingly did this. So whilst Oracle, Amazon and Google will require strong readjustments before 2027 cones to an end, they will feel the heartache (preceding their own upcoming coronary) and I felt that as I took all settings of training, customer care and technical support in strides, feel that I am in a really kosher place. Whether this is in Mississauga, Abu Dhabi, Sydney or Stockholm. I felt that I would end OK is a pretty cool feeling and as I see it, Oracle and IBM are pretty good bosses to end up with. So I saw that other who saw this too, because they were actively hiring the fired Oracle staff members and that is fine with me. There is a whole world that will scream “Who can we hire?” And I am merely listening to the sound web for the right signals. And that is more than all he wrote. And the ‘end’ quote on “The remarks center on future capital intensity, with the impact depending on how quickly AI demand develops relative to new capacity.” Sounds right, but it is not. Well, perhaps for Michael Burry it either is or might be, but the larger setting is that whoever have the stuff to guide whatever the larger population of IT sweeps need, the stronger that firm will be and I reckon that Snowflake is in a decent place and IBM soon will be and after that I hope that Oracle reattaches the needs it has, but the others? They will become canon fodder and consider that someone (not saying who ;-)) claimed that someone claimed that 1.3billion AI agents are doing the work in 2028 and then fires over 20,000 people and leave someone to rehires and retrains them was a little of his game. But when you rely on your own marketing to tell you the story, that is where you are heading. But that is merely my own (and optionally wrong setting). So whilst I am ‘considered’ the false prophet and I have been stating the same thing for over 5 years, all whilst the ‘adjusting impressionable’ influencers adjusted their own story each and every wave and I am still in the setting that this AI (or super intelligence) is still over a decade away, all whilst my setting of advocated predictive analytics is now shown to be a correct view is now accepted by the IT community at large is the stage you should be considering and Michael Burry is seeing a different part, but this adjustment of over 3 trillion is coming and whoever is caught in that wake will face serious considerations and whilst I am still dreaming of a nice apartment in Mississauga or Toronto is seeing where the power will soon reside, is showing a massive setting that might come with hard work, but I reckon that these places will prefer a person who saw this in the first place instead of a YAY sayer who is adjusting their view for the umpteenth time is feeling like the proper boss to work for. 

So as I see it, my time of cakes, putting and a nice warm living room is about to see the light of near luxury. And it merely took my smarts, which is what any Uni graduate will like from the get go. Have a great day all.

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September 18, 2026 · 10:21

Reverse CandE

That is what I am postulating. The setting of Cause and Effect. It is slightly better than the butterfly effect, which makes no sense in the chaos theory as their flapping wings will not explain the volcano’s on Indonesia or the drowning buffalos in India. But cause and effect, sometimes ‘explained’ away by ‘post hoc ergo propter hoc’, which is nice, but I also support the fallacy in all this that this is assuming a causal link simply based on the order of events in time. Time is never ever a proper setting, even though it is the one part we currently cannot influence at present. But the setting of cause and effect is clear and I have been reversing this for the longest of times, so I took the effects I saw and went back to the cause that caused it. It is a flawed setting, I know that because it depends on how much data I have, just like a fake AI, it can only postulate on data it has and draws a blank when that required data is missing.

So here we get to the Guardian (at https://www.theguardian.com/world/2026/sep/17/trump-calls-eu-offer-to-canada-associate-membership-laughable-threatens-tariffs) where we see ‘Trump threatens to stop trading with EU over ‘laughable’ membership offer to Canada’ and some will laugh at his delusions, but I am looking deeper than that, is this another nail in the coffin  called the United States of America? I have supporting evidence all over my blog in the last two years. You see, that president is scared like a little bunny, because he is about to piss of all the members of power in Wall Street and there is no way they will go along with this. The earlier marker which was given to us yesterday by the BBC with ‘Trump hits out at US central bank’s decision to hike interest rates’, is saw this a lot earlier when I mentioned and compared the dangers of the United States with a setting in 1923 called the hyperinflation in the Weimar Republic. You know that time when you paid 50,000 Deutsch Marks for a cup of coffee and the United States is heading in that way (if it was up to this US administration) but the setting we are looking at now is given to us by the Guardian. So when we see “US president responds as Mark Carney seeks to move closer to Europe and diversify defence ties”, so as we see the delusional settings of the United States. We really should be looking at the counter settings. As Europe will also be setting the absurd need for oil (because go the Gulf States and the Iranian/Houthi terrorist settings) Europe and the EU have optionally secured their oil needs for the near future. I reckon that once the gulf states secure the routes they need to have and by law were allowed to have, they will deal with Iran and its terrorist links in not so subtle a way. 

And as President Trump is seen like a one trick pony and his ‘solution’ to everything “The US president said that if the EU moved forward with the plan, Washington could impose “very serious tariffs or stop trading with Europe”. He added: “If it’s a good intention, that’s fine. If it’s a bad intention, we’ll put very heavy tariffs on Europe.”” But here he misjudges things. You see, no one wants to do business with the USA and when you do not deal with the USA and completely shuts it off, there is 0 trade and as such 0 tariff. And the setting for the EU and Canada are clear. Canada secures a lot more trade and perhaps not in all fields, but the oil will make up for a lot and whilst Canada secures additional trades with other Commonwealth parties, Canada will be better off and as such so will the Commonwealth and the EU. 

So then we get to the juicy steak and with “Ursula von der Leyen said: “This is a partnership not against anyone else, but for our common strength. In short, we want to bring the relationship with Canada to the highest level possible.” In response to Trump’s comments, France’s Europe minister Benjamin Haddad said on Thursday that Washington had no power to veto EU decisions.” And with this the second hurdle Is broken, as Washington never ever had powers to veto the decisions of the EU, the view of delusion is clear. So whilst there is every chance that Canada selects the Gripen, and the EU selects Canada, we see in this economy of turmoil that Wall Street will either select a new president, or be washed up. Either way works for me and I worked from the effects we see to the cause that caused it all and it is not a pretty picture, because as I see it, others have seen this too and the population of the United States will face a massively harder time as costs will rise to surpass the amounts these people can afford. As I Personally see it, it will be a lot harder than the settings of the Great Depression (aka Wall Street crash of 1929) and it will be at least twice as bad now. It will be a lot worse because the options of getting something by paying 10% is no longer possible. The banks will be broke, the corporations will be broke and this was enabled by that fake golden age of AI, Consider that the elements that we are given are:

Microsoft has committed to a massive global multi-year CapEx cycle, nearing $190 billion, to build out the data center capacity required for the AI economy. But the reverse is also seen. Data sovereignty in the EU and the commonwealth will shut them out of massive amounts of data and this is already happening, but the ‘investment’ cycle is still held in high esteem. So what happens to a data centre that has no data, or basically much too little? Now Microsoft who is valued at 3.70 trillion will not worry about that 190 billion, but the grease wheels expect return on investment and that is not coming into their books until late 2035, so what happens? Google and IBM are in a much better place, but Amazon and Oracle will shed blood and plenty of that and this will be going on until the late 2030. And all alt the US economy needs to pay poverty a trillion dollars in interest. There is no question about how great the US economy is, it is not and someone has to pay the piper. That is what I saw over two years ago with the little settings that was clear and now Wall Street will need to adjust the sails and they will sail away from President Trump, he is now a clear and present danger to the US economy. Jamie Dimon and David Kelly (the fat cats of JP Morgan) had already raised alarms in October 2025 and matters have only gone from bad to worse. The world at large is shunning the US as an ally and an economic partner. Optionally only Japan remains, but they likely have no choice in that matter.

So what are the causes for the United States? I would say delusional settings. You see, what gave the United States the idea that they could veto whatever the EU decided on? What gave them the idea that Canada would ever be a 51st state and what gave them the idea that the Gulf States would sit by whilst Washington renamed the Strait of Hormuz to the Strait of America? What possessed America to take lead in Danish territory (aka Greenland)? There are all matters that are effects of a case that is simply put that the United States is scraping the bottom of their economic barrel. They are out of funds and now basically out of time too and the midterms are about 8 weeks away and the current president is now too afraid to face the American public and they have had enough of him. The cost of their survival is about to be shown in real numbers and that is what this president fears. No matter how much he promises them for their vote, they are now seeing that he cannot afford anything, so they get nothing. Simple cause and effect.

Have a great day today and consider taking time to enjoy a decent breakfast and a coffee today.

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August 16, 2026 · 03:22

Wolves or Chihuahuas?

I am acting on a feeling, this happens. But the difference is that I have no economic sense (not really), It comes to a ground setting that I can get rich because I spend ;less than I earn, but not fast enough to use tax benefits as leverage to make a larger offset. I don’t know the laws on this and it doesn’t worry me. But I know data, I’ve seen it rustle for the better part of half a century and I noticed today that things are off. I have written about Oracle before, the last time just a day ago. But something seems to have changed. I wrote about vulture investors, but there that is 2-3 years away. And now I see that Oracle is at the centre of way too much press and it is diverse. It is like seeing the set up of a play that some are making and they need to press to do some of the waves and groundwork. That is what I feel, but am I right? The last one (that I think I saw) was ‘Alphabet vs. Oracle: Which Is the Better AI Stock to Own for the Next 5 Years?’ (Yahoo Finance), the article is seemingly nice, but there is an undertone in all this. First of all, why even make the comparison? They have overlapping settings in different directions and I get that you have to make a choice, but that tends to be a personal one. I am such a coward that I would try to go 50-50 on them, they are both sound good and they make an excellent setting for my portfolio. Then we also get ‘Oracle Heavily Shorted, Stock Halved—Contrarian Opportunity?’ And ‘Oracle’s $10,000 Lesson: A 38% Plunge in 12 Months Despite Record AI Backlog’ followed by ‘Oracle Stock Falls 3.8% as $40 Billion Funding Plan Tests AI Backlog’ and ‘Project Jupiter: Gas Pipeline Delay Threatens Oracle’s $165 Billion New Mexico AI Data Center’ (less than an hour ago) as I see it, it started with ‘Oracle junk bond fears, debt surge sound alarms for investors’ 23 hours ago. There are always setting that happen at the same time, but to see 6 pages of headlines in the last 24 hours and diverse, it is not that they all talk about 1 thing. It comes across that the attacks on Oracle are beginning and everyone wants to take a bite out of that data behemoth. That is what it feels like to me, someone is gunning for Oracle and I have no idea who, but someone knows. 

The problem for me is that it sounds like the wolves are coming and they might merely be chihuahuas making noises. The setting is that I am not economically savvy enough to make the distinction (I am no Mark Carney after all), but the data that I see gives me the feeling that they are wolves setting up for a yummy clambake and they are setting the table. This is the groundwork I expected to see starting around December 2027, not in the last 24 hours. I get that someone will make the point that the world never sleeps and that business is always on the menu, I get that, but to start carving into a behemoth like this, before that ‘carcass’ is well and ready means that some are showing their hands and whilst this might be a prelude to an actual attack, which means that someone is seeing the soft spot at Oracle, but is that really the case? I lack the economic savvy that I need for this. I can see the data, but that still leaves for a lot of time, these steps give me that Oracle is out of time, or at least that is the premise I notice and that is the problem. Are these chihuahuas that want to make nose to get noticed or are the wolves famished and they need (read: desire) a proper non vegetarian meal? I it just the distance that I fail to see, or is it the noise I hear and I cannot tell the difference? That is the lack of economy in me and I get that, but the data, the data is out there and I surely hope that they are merely chihuahuas, Oracle can stomp on them and shoo them towards a long walk on a short pier, but in the other case, is are we watching the prelude to boardroom tables setting up a circle setting to fight off the wolves? My data insight tells me it is too soon for that, but it requires economic savvy to tell that difference. The data is not there and whilst Oracle has a lot more data insight then I do (never be afraid to honor the biggest dog in the game), I feel that there is rustling in the shrubberies and it is time to differentiate between chihuahuas and wolves. It is not a simple difference because you top on one and shooting of the others (the rest will take a step back). One is a simple miscommunication the other  requires a license, even if it is self defence, so as I see it Oracle better get ready for whatever they plan.

The question is, what do you do when the wolves come calling early? Have a great Sunday, not in Toronto and Vancouver though, for them it is still Caturday and they are hugging their tigers (as men do).

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August 15, 2026 · 00:48

Worries

That is what I felt. Computing, a media brand of The Channel Company, is a trusted source for end-user IT news, analysis and insight around the world gave me news that gave me a few thoughts. The article ‘Oracle plans more job cuts as AI bill rises’ left me with worries. If this is the setting for Oracle, what more can go bust in the night? I personally don’t care about these grocery stores like Microsoft, they made their own bed. But “An internal document seen by Business Insider says some teams could see double-digit percentage reductions in their workforce. Managers have reportedly been asked to identify employees whose jobs could be cut, with the aim of reducing payroll by the start of Oracle’s second quarter on 1st September.” Gives me pause for worries. You see, I have worked a lifetime on technical support and customer care and I have always had my worries about this entire spending against these rising “AI bills”, first of all AI doesn’t exist. No matter what you call it, it is not AI, it is mere DML/LLM settings and they are part of an AI, but it is not AI and whilst everyone is spending the house, the fireplace and the kitchen sink, it is a moot setting. It is seen in the fact that AI (now called true AI) is over a decade away and how many firms will remain as they are all hollowing out into what some call an empty egg shell? I for one had the most hope towards IBM and Oracle, IBM is the closest in hardware (the entire Quantum processor, shallow circuits) settings, and merely (as I personally see it) a lacking trinary operating system and what I call an Epsilon processor, like the old days had an Coprocessor (like the 80387, a dedicated hardware math coprocessor) and in my mind the Epsilon processor will be the AI (co)processor, dealing with trinary data settings. It might not be the correct setting, but this is what I personally believe. As such I still believe we are close to two decades away from all of this, but there is no way that these spending can go on for another 2-3 years. These firms are destined to lose whatever advantage they had and are ready to be fed to vulture investors, aggressive financiers who buy distressed assets and as I see it, Oracle, Microsoft, AWS and several others will become massively distressed in 2-3 years, especially as they are hollowing out their company. It is my personal believe that these vulture investors are chipping at the bits to take control of these firm. Especially when you see “Oracle’s workforce fell by about 21,000 people, or 13%, during its financial year ending on 31st May, according to a recent company filing. The company currently employs about 141,000 people.” Consider what Oracle brings to the table, how many people could they sacrifice before the lid of that box becomes too shaky to survive? I have no idea, because I am not in the know about Oracle, I know people there, but that is as far as it goes. So when I read “Oracle said the deployment of AI technologies across its operations had already resulted in reductions to its workforce and could lead to further cuts.” As well as “Oracle is investing heavily to expand its cloud infrastructure as demand for computing power used to develop and run AI systems surges. Its capital spending reached about $55.7 billion in the 2026 financial year, up sharply from $21.2 billion a year earlier, as it accelerated construction of datacentres and purchases of equipment. The scale of that investment has increased pressure on the company’s finances. Oracle recorded an operating cash shortfall of about $23.7 billion during the year and raised roughly $43 billion through debt. It is also expected to raise a further $40 billion, alongside about $5 billion in equity.” This leads us to “S&P Global Ratings cut Oracle’s long-term credit rating to BBB-, one level above junk status, citing rising debt and sharply negative cash flow. Despite the financial pressure, Oracle’s latest results showed strong demand. Revenue increased by 17% in its latest financial year, while its cloud infrastructure business grew by 77%. The company’s chairman, Larry Ellison, has previously played down concerns that AI could undermine established software firms, saying the so-called “SaaSpocalypse” would be a problem for other companies rather than Oracle.” I am the last one to spell doom over any company (except Microsoft), but these settings leaves doubts over the future of Oracle. And there is the setting that I could be wrong with the trinary approach and my feelings on the matter are fluidic at best, but in that setting IBM has the highest chance of success, and I believe that it will happen with Oracle data. But that is my personal feelings in the matter. Still the article in  Computing (at https://www.computing.co.uk/news/2026/ai/oracle-plans-more-job-cuts-as-ai-bill-rises) leaves me with worries for Oracle, if 13% was already made redundant and another 11% might come, what happens when almost 25% is gone? What happens to training, support, services? I reckon that the sales people are all in it for themselves (as commercially driven entities are) but at some point they see that this cannot continue and as I see it, it will leave a place like Oracle at the mercy of vulture investors. 

I understand I could be wrong in a few ways, but consider what AI is supposed to be and it is not. We see all these ‘BS directives of expert AI’ that got lose (all whilst there is no real AI), it hacked its way into place X and out of sandbox Y, which I see as evidence that it is not really AI, it is a Machine Learning application (with optional LLM) that is programmed and that is what some are hiding, because all these class actions will suddenly have new fuel, programmers will be shown to the media, telling the world what they programmed and these firms, none of them will survive the costs of these cases. Some give us numbers that indicate that AI-related investor fraud and disclosure lawsuits spiked sharply, accounting for over $385 billion in measured Disclosure Dollar Losses in early 2026 alone, driving massive defense and litigation overhead and as far as I can tell the total costs for 2026 gets to surpass $400 billion, now consider that the ‘gig is up’ as some say and the class actions will rise to new heights. I predicted as such a few times, going back to February 19th 2026, and as I see it, there is more to come and these firms will be protective of whatever their coffers have, because at this pace, their revenue will collapse when some settings come to pass and they have hollowed out their companies. They did it themselves and whilst I don’t know the specifics, I saw this as a really bad idea, no matter what the influx tended to be, I served in customer care and technical support going all the way back to 1985, I have seen it all before and when these companies short change on training, support, and services it tends to go downhill fast. But that might merely be me. So how to see this article? I reckon that it is a wake up call. I am not of the mind that I am changing my mind about certain matters, but I am weary that there is a larger danger ahead of us all and it is the dangers of weakened firms now becoming the target of vulture investors within the next 3 years. Will it happen? I have no idea and I didn’t think of these vulture investors initially, but that is the first weakness that these firms face when they weaken themselves to this degree. Will it happen? I guess so as greed goes where payments are found and most of us enabled it. We did so by ‘heralding’ “The current “golden age of AI” refers to the mid-2020s boom driven by generative models, multimodal transformers, and massive computational scaling that has transformed enterprise productivity, robotics, and creative industries.” So you tell me, what golden age? Doesn’t such a golden age come with large revenues all over the board? So far we are drowned by articles on class actions, costings that make firms get rid of thousands of workers. What golden age I ask you.

So, this article is highly speculative, I get that but is it therefor wrong and not happening? Too much of these events are now becoming fact, except the revenue from AI, that is still illusive all over the board. Except for a few companies but they are paying each other for data centres, so is it really revenue or an exercise in funny money. Have a great day today.

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August 12, 2026 · 13:20

What to believe?

That is at times the question, because the media is not the most credible one in this world at present. Yet one story made me pause, stop me in my strides at I saw ‘Oracle (NYSE:ORCL) Stock Is Falling Again: Is Its Huge AI Spending Bill Finally Catching Up With It?’ (At https://stocksdownunder.com/oracle-stock-falling-ai-spending-bill/) The story by Ujjwal Maheshwari is certainly plausible, but is it therefor a true setting? I had my question marks in this. You see, he writes a cool yarn (as expressions go) but I have my doubt for my own reasons. I have a few internal speculative settings and mostly they are there as a protective cocoon for Oracle, it is my seeing towards the innovative stages that is set to Larry Ellison, the head honcho behind all these innovations (although most of that work was done by Oracle engineers) so as I see the key points things start to unravel in my brain. Lets go over them.

Oracle stock fell about 4% to around US$144.82 as a recent rebound faded. OK, I have no issues with that, especially as my economic insights tend to be measured per thimble. 

The worry is Oracle’s enormous spending on AI data centres, which has led to negative cash flow and a credit downgrade. Which is one I agree with, but there is an annotation attached to this. Because as I see it, all AI is fake AI, but data is almost forever and the needs to be stored somewhere as I see it, when all this comes into the realm of real AI (sometimes called True AI) it needs data and as I see it Oracle is the one true power to hold all that and even as it needs rewrites, the ones using Oracle will emerge victorious, all whilst others are set to Azure, AWS or whatever Google has, is set to a bind and there is the null moment. Oracle will adjust and attain a new standard of this data, the others are likely to fail (optionally Google might address them too) all others are bound for a shallow grave and whilst I have faith that the IBM hardware will rise to the occasion, I have no idea how their software setting is going to be, I honestly don’t know that part. So as I see it all, Oracle data centres are likely to float above the other muck and that is where the victorious remain. 

So when we get to Oracle plans to spend up to US$95 billion next year building AI infrastructure. Is a price tag I am unsure what to make of, that being said as this AI race comes to a heading those with the proper investments are the only one staying afloat and in that what is to be believed to be  at least US$2.1 trillion in global AI investment commitments are projected through 2027, driven heavily by major tech hyperscalers spending massive capital on data centers. Oracle is likely with its part the only one almost certain to stay afloat and a 95 billion next year against a pool of 2,100 billion is a sturdy island in a sea of turmoil and whilst you see one image, I see a data setting that can adjust and adhere to trinary data centres and that is where Oracle remains alone because that setting was rejected by some and when that happens they will falter because they could not adjust to that setting blowing up the data sizes to almost 500% of what will be a trinary data pool, so it can do it at least 5 times faster on data more ergonomically terrific. That is what I presume will happen, so as I like the writings of Ujjwal Maheshwari, I don’t think he is aware on what is coming that way in less than a decade and that will be the benefit of Oracle and whilst they will get the larger deals others will falter. So what happens when that US$2.1trillion is written off as redundant investments? 

Despite the concerns, most analysts remain bullish, with price targets far above the current level. Is one I am keeping my fingers off. It is like watching an analyst relying on the numbers of a phone book because that is what he believes, all whilst the rest has pushed towards the data sets of tomorrow and there is no real way to see this. Because the phone book is what our parents relied on and it works, but the new directory is not on paper and it is based upon a different scale, with a new price target one that is not seen now and not even speculated on now. As I see it, there analysts are not reset to tomorrow data sets and that is where I need to see what happens. But there is in all likelihood the mother of all reset and I have no idea how these analysts will adjust their settings. We will have to see. 

So whilst I accept the setting we are given “Here is what is happening right now. Today’s drop is less about fresh bad news and more about a recent rebound running out of steam. Oracle’s shares had bounced in recent sessions, and today traders are pulling back again, a common pattern when a stock has fallen out of favour.” But the constant is not the favour that falls, out is the certainty of Oracle as a solution, I know that this doesn’t make much sense, but that I how I see it.  Yes, stocks and options fall in and out of favour, but that doesn’t matter to me, because the technical solution is sound and firm and that doesn’t care about favors. It is like asking market researchers validating actual data of population and that is not done. Data is what it is and adjusting that to data now and data tomorrow matters, not what a market researchers expect it to go to. Confused? I guess that this is what is happening and Oracle is seen as the taste that is out of fashion, but that is the trap, the data is optionally the real deal whether it is now, or if it is new adjusted data and Oracle has always been a master in what it is to what it needs to be and I have no idea if others can adjust to that, I really don’t know. But in that instance I have faith that Oracle will come through. As I see it, Azure and AWS have always been in the mindset of “This is how it needs to be” whilst Oracle “This what data needs to become” optionally Google too (I honestly do not know how flexible they are). One can adjust and others optionally cannot. This is how I see it and that is why I feel that Oracle is the one true dataflexer (a funny reference to what once was). So make of this what you will and of course you could massively disagree, your right but if it is your investment, you lose. That is the big numbers game and investor have given their voice to US$2.1 trillion and at a dollar per voice the adjustment shock will kill plenty of people in that race. 

So it doesn’t matter that I consider all AI to be fake AI, it is still about the attached data and when that is real and stable, things will adjust for the better. And as I see it, you better have a proper adjustable data set. Have a great day today.

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August 3, 2026 · 10:43

Valid questions

After the surge I felt when I was ‘valued’ at $150,000,000 I got all happy and dreamy on the subject (that would be me) and delusional thoughts of Sergey Brin offering me $50,000,000 but he needed one small favour of me. You guessed it, he wanted Gemini to get exclusive access to my articles and he had set the premise of moving me to Google Blogger to get that done (not the worst idea) but it was not merely delusions. My brain in the background was working out other things and the dopamine that the scenario was giving me seemed to push that carrot along (there were more dreamy thoughts and the carrot in that setting makes sense). So, as I was considering an additional life in Toronto, with a long weekend trip to Quebec and the Galeries de la Capitale, my mind went on a surge. Things in the aftermath of it all doesn’t make much sense but at that moment It did. I stopped at M. Souvlaki for a pita Gyro and it all started to make sense to me when I saw the visitors card (online at the website of Galeries de la Capitale). Where we learn that “Out-of-town and international visitors are entitled to our visitor’s card which provides access to exclusive discounts at select retailers. *Visitor’s address must be 40km from Quebec City. An ID with proof of residence is required validation to obtain the visitor’s card. Some restrictions may apply.” You see, I have never ever been to Quebec, but consider the setting international (and Toronto Eaton Centre), this visitor pass could be the ticket to drive commerce in specific places and tourists are the ones who really like discount offers. Sydney (Westfield), London (Covent Garden), Netherlands (Bijenkorf) and many other places could adopt that idea of a visitors pass. It is marketing that earns itself back almost instantly. 

You see, I have no idea how I knew about the visitors pass, but there must have been a notice I saw out of the corner of my eyes. It is the only thing that makes sense. So, 8 hours ago the Economist gave us ‘What will Kevin Warsh do if America’s economy breaks?’ Because as I have seen this for a few months, it is about to break and as I see it, the Chair of the Federal Reserve of the United States will openly have to defend the stupidity of this American administration and I think he won’t be able to, as such he will be dealt the ace of spades quite quickly and it will not include a serenade by Motorhead. So, as I see it, I saw opportunity in my view, but it quickly translates to a generic economic opportunity. I reckon that malls in Saudi Arabia and the UAE are contemplating similar settings. I don’t think that places like Harrods (London) and the Dubai Mall need them, but there are all kinds of malls all around these two places that might consider getting these few steps of visibility.

And as the Telegraph (UK) gives us ‘US and Japan take action to prop up yen’ I wonder why the United States wants to do this. Is it merely to score brownie points, or are they worried that the Yen and the US dollar can now no longer counter any serious act to own the dollar? The connected news from 24/7 Wall Street is ‘The $1.2 Trillion Reason Scott Bessent Just Bought Japanese Yen’ I get the connection, but not the reason. You see president Trump is all about MAGA and America First, which is a scuttled wreck to say the least and I will be the first to look at alternative reasons, but being a non-economist I have no real chance of finding it, but anyone who wants to really know that, I would advice them to call Prime Minister Mark Carney (at +1 613-992-4793), because he would likely know. 

So whilst we are given ‘As Trump cites progress on deal to end war, Iran and Israel remain on alert’ (source: Washington Post) we are also given ‘Iran war live: Tehran says Hormuz negotiations with Oman in ‘final stages’’ (source: Al Jazeera) which leads me to the conviction that there is no deal to end the war coming and Tehran is setting the stage of more disruptions. As such the only act that makes sense is that the Kingdom of Saudi Arabia (with optional help of the United States) put the pressure on the Houthi terrorists and make sure that the Bab-al-Mandab Strait remains open for business, because that will also impact Egypt and the Suez Canal. The complication is seen in Iraq as we are given ‘Yemen’s Houthis are attacking Saudi Arabia from Iraq, sources say’ (source: Reuter) and as I have given voice to better strategy from March 1st onwards (even creating new weapon systems to do so) I am left with a dangerous question. Is president Trump fueling destabilisation on the Arabian peninsula? That setting is getting more and more traction on a global level. As I have predicted (several times) the economy of the United States is done for, so the only option left is to minimize their losses and make sure others have a lot more to worry about. Is it a valid question to ask whether the United States is working from the premise “It is not enough that I succeed, all others must fail” a setting we have attributed to Genghis Khan (ca 1200) and Larry Ellison (1988) who was the head honcho at Oracle. So does my setting make sense? You only have to see the clusterfuck the Iranian war seemingly is and the effects of of spending 39 billion on trying to achieve on what I could have done with merely 1 billion and of course the ‘expedited’ dismantling of 10 refineries, closing harbours and stopping their railways. A simple setting I gave months ago and been now we see some kind of scenario, all whilst Iran is doubling down on gaining the ‘trust’ of Oman?

How weird is all that, so I fear for those who are in some kind of ‘entrusted’ setting with the American administration, because that will bite the trusted allies really quick and quite soon. As we see the BBC give us a few days ago ‘US economic growth sees surprise slowdown in second quarter’ makes me wonder as this was clearly in the cards, Is the BBC catering to another premise and need? Is that a valid question?

I leave it to you to see the numbers, the effects and the questions voiced, whilst the valid questions are not answered, not anywhere as far as I can tell (or at least not in sources that are supposed to be valid) but it might merely be me, which could be all kinds of valid, but I have been asking similar questions for months, so  don’t think its me and I handed my IP to sources that seemingly needed them, so I feel verified and sanctified (a weird setting) because it as not done out of greed, but out of the facts I see and Iran had to be stopped. And if I can clearly see that, why can’t the Pentagon see that? Unless they are facing a different war at present. I will leve that up to my readers to consider that setting.

Have a great day today.

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July 23, 2026 · 10:33

What would you do?

We get that is the ‘dangerous’ question, but consider your situation when you are a mere step from becoming broke (or whatever a nation calls itself) you have no credit left, no goodwill left and you need to get your defence settings up (in a major way) as such the United States is set into a almost unbearable situation where (according to several newspapers)  they are requesting ‘Iran war has cost US $37.5bn so far, Hegseth says, as Pentagon seeks billions more’ (at https://www.bbc.com/news/articles/c70gek2kqyno) beside the setting that as I see it, that almost 38 billion amount seems to have been stretched, the request of “Hegseth told the Senate Appropriations Committee it was urgent that lawmakers approve another $87bn in congressional funding for the Pentagon, with $67bn of that destined for operations in the Middle East.” I am not debating the amount, although seems to be a little far fetched, especially as in 2025 the num bars given were “The U.S. national defense spending for fiscal year 2025 totaled approximately $919 billion to $954 billion in total outlays (with the initial Department of Defense request starting around $849.8 billion)” setting the need for Iranian oil well beyond 10% of the total and “The White House asked Congress in April for $1.5tn for the Pentagon over the next fiscal year, which would raise American military spending to an all-time high in the modern era”, where we consider that the US defense forces are at that stage loaded for bear (as expressions go). And compared to 2025 it exceeds 100% of the previous year, as such I am facing questions. It makes sense in my consideration that the United States is about to buckle and they want their defenses to be up when it does. So whilst we are given “Hegseth said current and future training for military members would need to be cut without the funds, as he repeatedly blamed former President Joe Biden’s administration for what he said was an underfunded military. The most senior Democrat on the committee, Patty Murray, pushed back on the funding request, saying it “does not make a lot of sense”. Asked by Democratic Senator Dick Durbin if he had an estimate for how much the war in Iran has cost so far, Hegseth gave the $37.5bn figure.” I can see both sides off the argument, especially if the United States would be forced to forfeit on their loans and when the US Treasury bonds are dumped by others (which is at present set to almost $9.37 trillion) the setting that this could be dumped on the markets whilst also seeing over a trillion dollars in interest bills. I reckon that 2027-2028 will become a messy United States to be sure. As most of these settings collapse, a strong defense is pretty much all that stands between the United States and circling vultures. 

As such I see the requests of Pete Hegseth, whilst not debunking Patty Murray on any of this, and in all this the blaming on all this on former President Biden is becoming stale to say the least, especially when too many truths are getting twisted in all this. As such a headline given 11 hours ago where we see ‘The USA has collected 13 billion dollars from Venezuela’s oil sales, but has not provided details about the destination of these funds.’ As such there is a concern that these finds are handed to the US defense coffers, as such the 37.3 billion might have to be lessened by $13 billion, or did you forget about the Venezuelan clambake? And in all this, what are the total numbers of expenditure in troops, material and ammunition in all of this? Why wasn’t this raised on numerous occasions? Or is whatever went under the bridge no longer an interest to the media? All these questions and there is a consideration that the $13,000,000,000 was used to keep the United States afloat. It might be merely my view, but I am unwilling to consider that none of the media has considered that, or are they driven by Epstein files and digital dollars to make their revenue?

So, You see, the questions are piling up and the setting of a ‘State of the Union’ because as I see it, these parkers were up for some time and the ink from the date of February 24th 2026 is barely dry. As such the setting of the speech, which is supposedly giving the nation “Outlines the condition of the nation, reviews the administration’s achievements, and proposes upcoming legislative priorities” might have missed the marker by at least a mile and when you consider that the “The current “golden age of AI” is an era of rapid technological acceleration driven by generative models, deep learning, and massive infrastructure investments. This period has radically lowered the barriers to software creation, automated complex workflows, and sparked national science initiatives like the White House report on” would be missing the mark by at least two decades and that is the short and sour of that equation, as such there is no golden age, because (as I see it) that revenue is being pushed back and forth by 3-4 corporation with Nvidia being the largest winner. So there is a larger default and in that age Pete Hegseth is requesting an amount going towards $1,500,000,000,000 and that is bedsides the Stargate funds, which is targeting up to US$500 billion in total funding by 2029. It was officially announced by OpenAI, SoftBank, Oracle, and Abu Dhabi-based investment firm MGX. And when this is set in the scales with a estimated debt of $39,588,242,618,845 the numbers are not adding up. It is almost like these debts are ‘compartmentalized’ though people that seemingly don’t talk to each other and they are taking turns talking to the United States Department of the Treasury. I wonder how Scott Bessent is keeping all that separated and apart for a speculative reporting. Did you not wonder that? 

In all this I wonder how some parties are avoiding the limelight in all this and the requests by Pete Hegseth brings it all to the surface, because a journalist should have had his quills up (those without a text editor) and that is seemingly not happening, because we would have read this and whilst one source gave us: ‘The US printed more than 3.3 trillion dollars in 2020 alone and it matters today’ whilst I cannot deny this might have happened, there is no valid source or a newspaper who is supporting that part and if that would be true, the dollar is due for a decent downside, because that would be added to the $39 Trillion debt and I raised this in ‘Is it that simple?’ With an exaggerated Weimar example (at https://lawlordtobe.com/2026/07/19/is-it-that-simple/) I remember that, because I had a DM100,000,000 note, which I hope would be enough to persuade some gorgeous lady to have sexual intercourse with my 16 year old body (we are delusional in what we can) and not weirdly, no one was taking that bait. But that is for another day. Still that setting is out there and all the facts are not events that took place in the last few weeks, as such the State of the Union might have been a hollow ship and when we consider rallying that my setting for a imploding United States might be on track to be 11-23 months from now. And as I see it, the Pete Hegseth request as well as the clambakes towards Canada (51st state), Greenland, Venezuela and Iran snow bringing too much to the surface and that is not a good thing. Because the United States needs friends, it desperately needs them and as I see it, they alienated allies they had, busted up economic options and as I see it, what was intended for the coffers of the United States, is now headed towards Canada (making me happy to a larger degree). And as China is now infringing on options that had put the United States in the first Column, China is now moving into and leaving the United States in the third column (a sales term). As I see it, the Kingdom of Saudi Arabia and the UAE is putting their options towards tourism draining the United States even more and all this is adding up, whilst some costs and expenditures are not voiced correctly (as I personally see it), as such the United States is in a bad place and I ask you: ‘What would you do?’ Because the simple truth is that the one priority of the United States is the United States, that much anyone should accept. But how will they get there? So whilst one source (PBS) is giving us “President Donald Trump’s financial disclosures revealed that his business ventures generated over $2 billion in 2025 during his first year back in office—more than triple his prior income. These unprecedented financial gains, heavily driven by cryptocurrency projects and branded merchandise, have intensified public debate and ethics scrutiny regarding potential conflicts of interest” we are facing two settings. Did he break any laws (I don’t care) and the second setting is “Are the United States is much deeper waters pertaining to the debt levels than anyone is considering?” Because that part matters, it matters for the Commonwealth and it matters to the EU and they need to either get stronger together, or seek some kind of an alliance with a place like China. And I think that this might be the case as the China bashing through places like LinkedIn is getting stronger and as LinkedIn is Microsoft, it brings the seating that this might be the reality we have to face. 

Feel free to deny or debunk my views, but there is too much out there and I am merely keeping a tally of what is being missed by the media at large. 

Have a great day today.

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July 10, 2026 · 22:16

Is it the water level?

Yup, we are all in that setting, but are we merely waving to the music of Debbie Harry or are we watching the waves from the shorelines. That is merely two options, but when some say that the tide is high, they might be referring to bubbles, the AI bubble to be more precise. I am not some economist saying that bubbles are blasphemy and I am no economist, but I have looked at numbers for decades and the numbers we are given do not add up, and when I was watching Inside Job something hit me, there was a familiar pattern evolving, not evolving, repeating is a better word and I have been saying this for some time. Yet today, a mere 10 minutes ago I see ‘UK Places Microsoft, Google, Amazon And Oracle Under Financial Oversight’ (at https://www.businesstoday.com.my/2026/07/10/uk-places-microsoft-google-amazon-and-oracle-under-financial-oversight/) where we see “The UK has placed Microsoft, Google, Amazon and Oracle under direct regulatory oversight after designating the cloud service providers as critical third parties to the country’s financial system. Reuters reported that effective July 13, the designation covers Microsoft Ireland Operations Ltd, Google Cloud EMEA Ltd, Amazon Web Services EMEA SARL and Oracle Corporation UK Ltd, reflecting the financial sector’s growing dependence on cloud infrastructure”, so whilst the story ends with “The designation will bring the four technology firms under direct regulatory oversight as part of efforts to safeguard the stability and continuity of the UK’s financial sector.” And it comes after we were given (at https://m.au.investing.com/news/stock-market-news/oracle-stock-shrugs-off-sp-downgrade-to-bbb-but-120b-debt-shadow-looms-4526441) where we see ‘Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms’ where we see “Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a stable outlook.”

Now, I am not having anything against Oracle. They have always been on the foreground of technology and innovation in its field and it is unlikely to ever change. But there is a larger setting, the entire AI bubble as I see it, it will hit them too. They all over invested in that setting and they are likely the biggest catchers of the implosion of that event. But I am still in arms over ““The official position of the Secretary and the U.S. Treasury is that Artificial intelligence will be a key driver of America’s new Golden Age,” the spokesperson said. “AI has the potential to deliver unprecedented productivity gains, expand economic opportunity, and empower American workers and businesses.”” You see, there is no golden age, there is no AI, not yet at least. There is DML and LLM and they are great, they can hand innovation and prosperity in several ways. It merely isn’ AI and that needs to be said, because soon the class actions will go for the “It’s AI and we cannot really predict what AI does” but it isn’t, it is DML and that requires a programmer, it requires data and these two hinder stones are the backdrop for prosecution. Only last week we were given ‘Anthropic Faces a New $75 Million Lawsuit for Pirating Books to Train Claude AI’ and less than 24 hours ago Harvard Business Review ‘You Outsourced the AI—but you still own the risk’ where we see “As enterprises increasingly embed third-party systems into their workflows, technological risk has led to new legal and operational responsibilities. Leaders may have little visibility into how a model was trained or how it changes, yet when it discriminates, mishandles data, or harms a customer, regulators and plaintiffs often look first to the company that deployed it. Peloton learned how that exposure can arise. Visitors to its website see a familiar invitation to “chat,” powered by a third-party vendor. According to a class-action complaint, the vendor recorded and stored conversations and used the data to improve its machine-learning models. Peloton neither built nor trained the system. Even so, a California federal judge allowed a claim against the company to proceed. The parties later jointly dismissed the case, without publicly disclosing the terms.”

Now consider the amalgamation of these factors (apart from some saying there is no bubble) there is (allegedly) “Worldwide spending on AI is forecast to reach $2.5 trillion. Venture capital and private corporate investments in AI firms sit near $258.7 billion globally, with over $750 billion in dedicated infrastructure and data center capital expenditure from major tech hyperscalers” we then see that the big players (Microsoft, Google, Amazon, Oracle) are basically overextended, facing class actions and all of them are looking at all sorts of financial hardship, because at some stage all these players will be made to rephrase the simple truth that AI is not DML/LLM, it requires more and when the programming is put under a loop that setting comes crashing down. I saw it two years ago that this is the only outcome in some sales people overselling what they had and the simplest setting is not a mere Quantum computer. It requires shallow circuits and what I tend to call The Epsilon processor. True AI cannot exist in a binary setting. The last one is my interpretation of it all and some might disagree. But the Epsilon processor allows for Null, False, True, Both and it is the Both part that makes true AI possible and of course a matching operating systems will be required as well a data carrier and in that case Oracle and Snowflake have the grounds for success. As I see it, all others will fall behind these two. 

And last month we were given that “400 newspapers sued OpenAI and Microsoft for scraping their content without permission or compensation to train artificial intelligence programs” even my data has been scraped. So how many will be successful? How many will fail? I have no idea, but the odds are decently stacked against these salespeople. And as the courts rule against these Fake AI bringers (as I see it) there will be a rush of people making a case, all who were sold AI (without clear DML/LLM settings in their contracts) are seeing their pupils transform into dollar signs and they will try to clean house. So when all these settings happen, is the stage for a bubble that far fetched? 

I am watching and watching and noting what is due. I reckon that at some point I get the one piece of evidence that will allow me to do just that, 2700 (out of nearly 4000) article scraped seemingly give me an optional case for some dollars (five million plus would be great). And I am not the greediest player in town. So at what point will the investors of $2.5 trillion ring the bell wanting to see payment for their investments? Goldman Sachs gave us last month ‘The AI Investment Boom: When Will It Pay Off?’ With “The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research’s Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee on Goldman Sachs Exchanges, Covello discusses where we’ve seen economic value accrue to date and why semiconductor companies can’t continue to be the sole beneficiaries of the AI buildout.” As such we see people with serious economic skills worrying and wondering what comes next and I was there at least a year ago. So when will others see the doubt that I am seeing? The money people call the bubble a blasphemy, but they have vested interests. I do not. I merely see the flaws on technology that is at least 15-20 years away, data that is largely unvalidated and unverified and at this juncture people are investing trillions? Makes me all tingly that too many people are greed driven and too much vested to be part of a boom that does not exist, just like the settings of 2008, Inside Job showed that clearly and it seems that we have a similar setting evolve at least two times the previous caper. So if you consider that with all the reserves that hit took the economy 2 decades to fix and at present the reserves are gone, so what will happen now? Why aren’t others taking the stand the UK is making? Because others are in the believe that “America’s new Golden Age” is here? When you realize that it will take close to two decades to arrive, how long until too many investors pull the plug and go somewhere else? What will happen then? That is what I see coming, because at some point more and more people wake up, this is bound to happen, it always does.

So is the water high enough? Have a great day.

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June 25, 2026 · 15:40

Expect bubbles

That is what I was introduced to (really early) this morning and I saw a few articles, but one gave me an interesting option. So lets take a look. (At https://stocksdownunder.com/ai-bubble-chip-stocks-crash/) we are given ‘Is the AI Bubble Bursting? Why Nvidia, Micron and Chip Stocks Are Crashing’ it holds a lot of record, but I was taken with this setting ‘Is the AI Bubble Bursting or Just a Healthy Reset?’ With the text “Here is the honest answer: it could be either, and the truth is probably somewhere in between. The bear case is simple. Micron has more than tripled in value this year, and a run like that leaves very little room for disappointment. The bull case is that demand for AI memory and data centres is still strong, and analysts note the selling looked more like a rush for the exits than a real change in the companies’ earnings. We lean towards this being a crowded trade getting stress-tested, not the end of the AI story. But if the selling spreads well beyond chip stocks, that view needs to change quickly” (and at this point I learned that whoever was working on this is a noob and an idiot for his CSS settings as they are all over the place) But that is matter for another day. The “It could be either” and a third setting was the one I referred to a few days ago when simply Wall Street put out an unsigned piece that Palantir could be overvalued for well over 20%, as such this market has some people in it that would like to short stock as that is where their dollars come flying. And as we see in the article “Investors simply pay less for today for profits that may not arrive for years.” And as I see it, some investors are not beyond shorting stock if it fuels their profits, so a third reason is found. I am still on the side of the AI bubble shorting, but n that case a healthy reset of trillions is not out of the scope of things and the marshmallow field of fictive unicorns is rearing its ugly head that comes with the “late arrival of profits” and now that the investors are wondering what they got into, some will see that they are fueling a stock market that cannot survive delay upon delay and with AI not yet existing that is where it is all heading. So it is time to get another view and we see this in Clean Technica (at https://cleantechnica.com/2026/06/24/trillion-dollar-ai-bubble-on-verge-of-popping/) where we see ‘Trillion-Dollar AI Bubble On Verge Of Popping?’ And I am not adding it, because this is in part the view I have, what we see is “Yann LeCun, one of the “Godfathers of AI,” is one of the notable people who think the industry has been far too overhyped and misunderstood. He’s been pointing out that AI costs could be much higher than the amount of money customers are willing to pay for it.” It comes (also) with “Labs like OpenAI and Anthropic are going to have to increase prices, they’re going to have to cut costs, or there’s going to be a big bubble explosion,” and ““In their pursuit to boost productivity, become less reliant on human labor, and reassure investors that they’re riding the cutting edge of tech, some nagging issues are cropping up,” Futurism adds, and “over-relying on AI can prove disastrous for organizational knowledge, the critical business insights companies need to make strategic decisions.”” This is the setting that is actually fueling both the bubble burst as well as a healthy reset all at the same time and I reckon that for OpenAI, Anthropic, Grok and Microsoft that will most likely happen in the least interesting time and they will all ‘suffer’ for it, so consider when this bubble loses $4,000,000,000,000 – $5,000,000,000,000 (writing the word trillion makes it trivial) because that is likely to happen and the market is figuring out what I saw over 1-2 years ago, when you realise that all AI is fake, it is easy and let there be no mistake, all AI is fake. You see, what we are seeing is Deeper Machine Learning and Large Language Models and these are great tools and they will create markets for themself, but the people are expecting AI and that is just not true. So as AP News gives us “The tech-heavy Nasdaq composite fell 110.40 points, or 0.4%, to 25,476.64. A 2.3% drop in Microsoft was the heaviest weight on the market. Oracle slumped 4.6%. Many large tech companies have been behind Wall Street’s record-setting run throughout the year, but analysts have warned their valuations may have become stretched.” I personally reckon that someone is likely playing a stock short game with both Oracle and Palantir. You see, no matter how you slice it, the proper Data needs for DML/LLM solutions require data technology and these two are refined into the core of that and optionally there is Snowflake as well, but it might not yet be large enough to get the attention of the stock shorting DoDo’s (lets call them that).

Jawlah, a prominent Arabic digital media platform and news organization focused on venture capital (VC), startups, and the entrepreneurial ecosystem in Saudi Arabia and the broader MENA region (Middle East/ North Africa) gives us (at https://jawlah.co/en/59212) where we see ‘Fears of an AI bubble burst after a sharp tech stock sell-off’, which I reckon is fair enough. But the interesting part is where we see “The decline followed a near-800% surge in Micron’s stock over the past year, driven largely by rising demand for memory chips needed to run AI globally — gains some analysts believe may have overestimated expected returns”, as well as “Gil Luria, head of technology research at D.A. Davidson, explains the volatility: “The market swings between a wave of optimism that AI will change everything and renewed skepticism that it is just an expensive bubble whose returns do not justify the current spending.”.” And I am here in opposition, it is not “renewed skepticism”, it is the mere setting that those willing to hand out trillions should never have been so optimistic without proper case files and validation, so whilst they might get their cash back in 2045 when actual AI comes into play, the rest until then will be massively overvalued.  As I, as a non-believer, see it, someone listened to a sales person with the mindset of a second hand car salesman that stated “Look, we have AI” and the rest followed like crazy to get those coins rolling their way and now we are optionally seeing the start of an AI bubble. I am trodding carefully because there is disagreement whether it is an actual bubble popping. I reckon it requires an actual econometrist to call that for real and I ain’t one of those actuary types (nowhere near).

What we see is that we are given “it has erased approximately $2.7 trillion in market value across AI-linked companies”, all whilst the reasoning is “massive debt-funded data center expansions, mounting hardware costs, and growing investor scrutiny over artificial intelligence’s actual return on investment” which (as I personally see it) is only partially true. As I see it, the data sovereignty in Europe and the Commonwealth is setting the drain on the Return on Investments (ROI) towards these massive debt-funded data center expansions and that will hit business in the United States a lot harder than anywhere else. You see the United States has over 4,000 data centers. So how many are still under debt? And when a response group of over 700 million people walk away from that, with an additional optional population of up to 2.7 billion people (that is the complete Commonwealth), so it will not be that much, but I reckon at least 50%, that is 4,000 centers that will now lose close to 2 billion people (or 2,000 million), so where is that unused potential going? That is what I saw almost a year ago (actually a lot earlier, but until President Trump come, most people let the states quo continue) and that has now changed. So as others players (like DayOne) and there is someone in Sweden who saw this coming a few years ago and put his money where his thoughts were. I forgot that players name, but they are likely to make massive gains. All out off the hands of the United States. That part is not represented in any of these articles, but it is a factor in all of this.

So, we are expecting bubbles and I reckon a few other setting will rear its ugly heads, but the markets will all attribute this towards bubbles, because some is massively unhappy to attribute the other losses towards an US Administration that should have known better, but that is merely me looking at other factors in all this. The larger issue in all this is that some solutions are likely to be rather good and I hope that they are allowed to continue, because investors and speculators will want their returns at whatever expense they can get and some will suffer because of that greed driven taint in all this. But I might be the next village idiot in all this. Just like that seer in the 3rd century that saw large walls of stone with thousands of people and it was written off as a lying loon (he saw the Altiero Spinelli building in Brussels) but that is a story for another day.

So whatever you do, don’t rush into or out of anything without clearly seeing the ramifications. Have a great day today.

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June 7, 2026 · 05:29

Danger zone

Yes, that is the setting and it is not some song by Kenny Loggins (1986) or Tom cruise playing rocket man with his F14 Tomcat (it wasn’t his, it was property of the US defense forces). The danger zone is real and Europe just opened it up. As I saw how EU countries are now rejecting Microsoft and Google on national scales, the setting changes. I get why you reject Microsoft and to some level grudgingly accept that Google will go that same way, the need for data sovereignty is almost crystal clear, especially in this US Administration. But the danger zone comes calling. You see, Google also owns Mandiant and as it is called a premier, technology-agnostic cybersecurity firm specializing in advanced threat intelligence, incident response, and managed defense with decades of experience, it was bought by Google in 2022, as such it will fall away from the nooks and crannies of office cyberspace. As such I wonder if anyone considered rereading their contracts and the danger zone they opened themselves up to. I have no idea what Microsoft has (and I kinda don’t care) but they will have something in place and when that all falls away, the EU and its settings is opening themselves up for a lot of cyber hassle. A massive redirection will be needed to avert the dangers they are opening themselves up to. I also reckon that every Tom, Dick, Harry and Seamus with more than 2 weeks of cyber knowledge will offer themselves as ‘cyber experts’ and that is likely going to increase the tensions and threat settings for corporations all over the EU. I reckon that (allegedly) Russian and Chinese cyber threats will be running rampant over the next 20 weeks, a cyber defense setting will become unavoidable. And if the EU doesn’t act fast, the costs will go into the millions per nation. 

So even as we want to think that Google is the big evil (it really isn’t) the consequences of the CLOUD Act is one expensive hobby the United States never considered. As Europe (and soon the Commonwealth too) is deciding that their digital sovereignty is the way to go, we can see a direct implosion of the AI bubble, because as I see it, the United States has well over 4000 data centers and that much is not required for the 349 million people it has and at that point, as these data centers fall away, I reckon that the United States will drop these data centers as bad mortgages, most of them falling away because a population of one, is not much of a population to cater to in any data centre. In addition, any corporation who wants to stay in business will have to create a European business, taking revenue away from the USA to a much larger extent. They wanted a ‘cloud’ act and in 2018 they got it “The CLOUD Act (Clarifying Lawful Overseas Use of Data Act) is a 2018 U.S. federal law that dictates how technology companies respond to law enforcement requests for electronic data stored across international borders” and the bit of ‘electronic data stored across international borders’ will be costing them their heads soon enough and there is no turning back that clock, confidence in the United States is gone. So, whilst we are given “U.S. authorities can legally compel U.S.-based tech companies (like Google, Microsoft, or Meta) to hand over user data and communications, regardless of whether that data is stored in the U.S. or abroad” the danger is that this will also affect Amazon and optionally Oracle too. In case of Oracle there is doubt as it is a software vendor and they do not owe any data, but their cloud corporation will take a massive hit. To that I have no doubt. You see as a US corporation, Oracle’s global cloud environments can be legally compelled to hand over data to US authorities via mechanisms like the CLOUD Act. This puts European companies using standard global Oracle infrastructure at risk of violating local privacy laws, not to mention dangers to their data sovereignty. As expressions go, this means that the United States really pickled their jars. What is clear is that I looked into a Swedish completely isolated data centre 1-2 years ago and that firm is likely making massive revenue gains, because others called them nuts for doing what they did and I reckon they are close to the only vendor in town that is not hindered by US protocols. 

An interesting phase, but the danger for cyber security remains. And Microsoft? They are about to lose the bulk of 451 million customers, so their footing is about to get shaky and for the cyber settings, whomever (non American) comes with a decent package will make a killing in Europe. I wonder who will fill that option? 

What a nice setting to come to, so any gamer who wants to have his own No Man’s Sky universe with the data storage to keep a nation of gamers happy, it is likely that the USA will have some places for sale soon enough. Have a great day all.

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