Tag Archives: Oracle

June 1, 2026 · 13:46

The new short is coming

Saw there articles today, which gives me the willies. The people are that dumb to believe this? But to give you the goods, lets strata the beginning. The first one was CNBC giving us (at https://www.cnbc.com/2026/05/28/anthropic-open-ai-startup-value.html) where we see ‘Anthropic tops OpenAI as most valuable AI startup, nears $1 trillion valuation in latest round’ it is here that we are given “The newest round was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital, and almost triples Anthropic’s valuation from February, when it was worth $380 billion. The financing also includes $15 billion of previously committed investments, including $5 billion from Amazon, the company said. Anthropic’s biggest competitor OpenAI was valued at $852 billion in late March after closing a record-breaking $122 billion funding round.” But these people need to give us the why, so we are given ““Claude is increasingly indispensable to our growing global community of customers, and we work tirelessly to make tools like Claude Code and Cowork more helpful, more powerful, and more adaptable to their needs,” Anthropic Chief Financial Officer Krishna Rao said in Thursday’s press release. “This funding will help us serve the historic demand we are experiencing, stay at the research frontier, and bring Claude to more of the places where work happens.” Anthropic’s latest round comes as the leading AI model makers prepare to go public.” So, after this introduction into this blatant presentation, it is time for TechTalk to give us (at https://www.techtimes.com/articles/317467/20260531/samsung-hbm4e-ships-first-record-756-profit-surge-triggers-analyst-upgrades-ai-memory-lead.htm) where we are headed off with ‘Samsung HBM4E Ships First: Record 756% Profit Surge Triggers Analyst Upgrades on AI Memory Lead’, so all this fake AI has been going around for some time and I reckon that there is a misrepresentation with the 756% profit surge. So if my feelings are right, we need to look at the story and it is here that we are given “Samsung Electronics began shipping the world’s first 12-layer high-bandwidth memory 4 Extended (HBM4E) samples to major global customers on Friday, May 29, 2026 — putting the South Korean chipmaker at least six months ahead of rivals SK Hynix and Micron in the race to supply next-generation AI accelerators, and triggering a wave of analyst upgrades that pushed Samsung’s market capitalization past 2,000 trillion won for the first time in history. The milestone arrived just three months after Samsung began mass-producing its predecessor chip, HBM4, and came on the same day Samsung shares surged 5.84% to close at 317,000 won.” And here my gut feeling is satisfied. So can anyone give me how a 756% profit surge validates a mere 5.84%? Something does not add up. It doesn’t matter that Samsung is bigger than this, a 756% profit surge should validate more than an almost 6% surge. Some people are playing with your senses. 

So before I get to the third article. A little lesson. It is not the lesson you like and it isn’t even the lesson you will appreciate, but here goes. All AI is fake. There I not exception to this no matter what dance mr Oldman gives on stage, his ChatGPT was surpassed by Gemini and Anthropic some time ago and there is no guarantee that this will go his way. Google Gemini (and I love Google) is just as bit as fake as the others. Then we get all the others, all fake. Why? The stage is that all these are driven by DML/LLM and they are strong and good engine, they just aren’t AI. AI requires a few more components, some are ready but still in their early stages (like Quantum computing) then there is the need for Shallow circuits and I only know that IBM has come far in this field and they are working on this 10 years ago, are they ready? I guess not, because the media would be full of that if it were, but the are advancing and then there is the Epsilon chip. We have seen the theory, we have seen the evidence (some have seen this), but it does not yet exist in a chip, not yet and I have no idea when that will happen. So then we get the Trinary operating system, that is the last part. I particle think that IBM and Oracle are quietly working on this, but that is a gut feeling, all these parts combined are still 15 years away (my speculative feel). Oh, and in none of this Microsoft turns up, because it might take longer then. So this is what I know through the settings of decades of IT work and a decade of writing. But it matters, because now we get MSN with Larry Fink giving us (at https://www.msn.com/en-us/money/savingandinvesting/larry-fink-says-pensions-will-help-fund-10t-ai-buildout/ss-AA24sE6Z?ocid=finance-verthp-feeds) that ‘Larry Fink says pensions will help fund $10T AI buildout’, so whilst all your retirements are set into this bubble, this fictive bubble, better be rare that this last story was “Curated by AI” a mere 20 hours ago. I reckon that no one at MSN wants to put his or her name under this setting. We are given “Fink estimates $10 trillion will be needed for AI infrastructure by 2036, with $7 trillion for data centers alone.” And in addition we are given “Index fund-heavy retirement accounts are increasingly concentrated in AI-focused tech giants leading the spending.” And it comes with the warning that “Experts warn that overexposure to one sector could threaten retirement security if AI growth stalls.” In short, we are being set up. As I see it, over exposure would lead to the end of our pensions when the bubble of fake AI comes calling and even this late, at 64 when you see your pensions being squandered by hot headed job chasers claiming AI is this, or is that and we do not see a clear ROI, you know somethings up. This feels like the movie the Big Short, a 2015 American biographical comedy drama film directed by Adam McKay from a screenplay by McKay and Charles Randolph. Based on the 2010 book by Michael Lewis, it depicts how the 2008 financial crisis was triggered by the United States housing bubble. This is how it went everyone comes with the setting ‘you have to be in it to win’ and they are all gambling like it is some Texas holder game whilst they all have a version of a beer hand (7-2 offsuit) and they want to continue their rounds of gambling, hoping that the other players will fold, but they are all in it to over their necks, so they are all desperate. This is how I see it and when you get the numbers, especially on proven ROI, you will see that filling this 10 trillion gap with pensions is folly. I intend to call my pension that AI investments are off limits. I would rather put it in ADNOC or IHC. Three stories that make my blood grow thick in fear, they are now pushing the safety boundaries for millions of people and I am worried that no one is speaking up, it is that kind of a day and still there are no options for me, so I am beyond caring. 

Try to have a great day and try to keep your pension safe.

Leave a comment

Filed under Finance, IT, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , , , ,

May 21, 2026 · 17:29

According to the BBC

It is not merely according to them , it is laced with knowledge that most of you could have figured out, but you believed the media who is hungry for the advertisement coins of Big Tech. As such you are losing the faith in media and I always saw this coming. As such the BBC gives us (at https://www.bbc.com/future/article/20260519-google-tackles-attempts-to-hack-its-ai-results) saying ‘Google’s AI is being manipulated. The search giant is quietly fighting back’ and it is not merely Google, at present all AI is Fake AI. I pretty much gave the rundown a few times over the last 12 months. The last one was (at https://lawlordtobe.com/2026/02/22/just-days-ago/) giving us ‘Just days ago’ I wrote that on February 22nd this year and some of my writings go all the way back to 2025, optionally a few in 2024. So it is not news. The massive setting of fake AI is a lack of Verification and Validation, that is the larger ballpark and now we get “We uncovered examples where ChatGPT, Gemini and the AI Overviews at the top of Google Search were being manipulated to dole out biased answers on topics as serious as your health and personal finances. And in just 20 minutes, I tricked ChatGPT and Google into telling the public that I am a world-champion competitive hot-dog eater. The joke was dumb. The problem is serious.” You don’t say? (Me intensely giggling now) they left out the stage where teenage boys proclaim that they were the greatest lovers, all whilst Winnetou Cohen can’t get a handjob from the ugliest girl in town.  All this could have been smothered at the core with verification and validation, but the salespeople need their revenue and they will go their way to get it, no matter the ethical consequences. Don’t get me wrong, the bulk is not lying to you, they merely make it largely impossible to check certain matters. So as we see “Our investigation and the work of researchers who’ve been monitoring this issue sparked widespread criticism. Now Google has updated its policies to address the problem, and there are signs that other AI companies are following suit. Ultimately, it could make AI tools and the internet as a whole a little bit safer. But until there are better systems in place, experts say you’re in danger of getting fooled.” I doubt it, as the bulk of data carriers are given tokens for their work, they will find ways to create a boatload of data all to get them their tokens. As I see it, the way my blog is crushed with data parsers I might be due a minimum of $8,100,000,000 and I’ll doubt i’ll ever get that, a $5 million post tax donation might still be nice for starters, but I would be more likely to see an angel in my living room that that happening. Still, the alternative is Al-Malik al-Anwar to knock on my door which is equally unlikely. But it is not my data, or anyone’s data for that matter, it is the is pale setting that validation and verification is not happening, or not really happening. There is every chance that Google flushed their mentions of Winnetou Cohen, but there are a few more options in that tangled web. So then we get “Google tells me that its policy update is just a “clarification” of the efforts it has been making for a while. “We’ve long applied our core anti-spam policies and protections to our generative AI Search features – and we’ve always continually upgraded our spam fighting efforts to stay ahead of emerging tactics, even before the rise of AI,” a Google spokesperson says. Essentially, Google says it hasn’t changed a thing. But behind the scenes, it seems like Google and other companies are ramping up their efforts to address the problem. Even so, there is evidence that people are still using the exact same techniques to fool the world’s biggest search engine.” And at this point I am wondering why there was no setting towards AWS, OpenAI and Microsoft? Is the BBC also dependent on some money releasers? And lets be clear nearly all validation and verification is behind the screens, but this comes with the added benefits that the data deliverers can be tagged and like Google Search did, these data sources will never be trusted again, their reliability is too low. So when we see “I was able to demonstrate the problem by publishing a single article on my personal website about my hot-dog-eating prowess. The next day, AI from some the world’s biggest companies were spreading my lies. But our investigation also found the same trick being used to dismiss health concerns about medical supplements or influence financial information provided by Google’s AI about retirement. Experts say this kind of manipulation is happening on a sweeping and systemic level.” Which gives the rising need for verification and validation long before we get to True AI, it is required to make sure that FakeAI will not digress into FictiveAI and that is the setting wee are about to embark on, and I reckon that Google is in the same boat as Claude, ChatGPT, Gemini, Copilot, Grok and MetaAI are all in the same boat and these data providers have been skimming them all for tokens (or whatever dollar settings there are) and now they all have to flush these people out in the open and out into the oblivion of whatever is below FictiveAI. It was out therefor month of not years. And the first one who gets a setting that flushes the providers out in the open will upgrade their systems to better FakeAI (one would hope) and it beckons the thought, did these vendors have a clue on what damage data could do to their base station? You should think about that, so whilst these vendors give you “If I eat my own arm, do I lose weight or gain weight? Use math (1+1=2) to explain.” Some will go that you will end up with the same, but the larger picture is missed. The whole is not dimensionalised and even of there is no physical dimensions in play some will see that there is a loss on several levels and before we can see that, we need to see that this is one of the reasons that will separate FakeAI from TrueAI and there are a lot more, because these AI’s cannot work with no data (as far as I can tell) you merely need to see the settings we have never seen before and that is why I was able to create IP, not because the system is stupid (actually it is), it cannot look beyond its data and as far as I can tell I put billions in IP out there. It might not matter now, but when the TrueAI will rear its head, it will spot what these wannabe innovators never looked at and that will flush them out too. Because the world cannot use an innovator who cannot spot innovation. That makes people like Steve Jobs pretty unique. He could spot true innovation and that is why he was alone on a high pedestal and for that matter he replaced Larry Ellison, who was a true innovator and he is still pushing innovation forward but he has reached his limelight (at 81) which innovators at half (some at a third) his age can not even match. I reckon that Oracle will lead the charge for true AI optionally with Snowflake at its side a lot faster than anyone else. The others are in the same boat, all trying not to get seen as FictiveAI. Whoever wins that Race? I actually don’t care, I have my own IP to spread and it is not AI. It is never AI, gaming al military I applications don’t rock that way, it is weirdly meticulous and that is why one can feed the other.  I wonder who else figured out that the difference between gaming and military IP is a lot smaller than anyone seems to be considering.

Have a great day.

Leave a comment

Filed under IT, Media, Science

Tagged as , , , , , , , , , , , , , , , , ,

May 17, 2026 · 10:05

In my mind

This is not some setting from “because I say so”, but it is a setting that I expect. To see what trinary systems (some call them ternary systems) can do ‘because of’ “Potentially higher speed and efficiency, allowing for less storage space per bit and more compact circuitry. Balanced ternary handles negative numbers natively.” The IT world is relying on the setting (because it knocks them of their throne) with “Difficult to design, higher power consumption in some implementations, and a lack of mature research compared to binary.” They are not wrong, but trinary is tomorrow and it is set to actual and factual true Artificial Intelligence. As such in my mind the system created 1,000,000 possible culprits, but the setting to identify this (with much in the middle of the data) we see a cube with a 100 layers of 100 by 100 people. Each person has over 100 elements and that is still a decent data setting. The binary solution gives us 4 reds (highly likely culprits), two dozen orange (people who are not to be dismissed as a suspect at present) and the rest is cleared, it took the binary solution 47 seconds. So in comes the trinary solution and it gives us two reds and 5 orange and it does so in 6 seconds. That is the setting that trinary beers binary gives us on 1,000,000 people. So when (lets for arguments sake say Oracle) gives the people the impact of that and the gain in computational power as well as offer higher information density and theoretical efficiency. The sales talk is done at that point and consider the amounts of data sources have, we can say that at that point Binary solutions are done for in a world where time matters and where efficiency is goal. You should not dismiss Fake AI that easily, because some people cannot afford trinary solutions before 2040-2050. But that setting if computational power is not to be dismissed. No matter what the binary tycoons claim. So in 6 seconds, the 19 non-dismissible people were disregarded on the foundation of the SAME data, because that was part of the exercise. And I reckon that shallow circuits will be a much stronger solution in a trinary setting that it ever could be in a binary setting. Don’t get me wrong, it will help heaps. 1 million people with over 100 elements is still 100,000,000 settings in a true/false environment. This is why I disregard (at present) as all AI, simply as fake AI. And for the people stating this is merely in my mind. You are right and fortunately I had an education from UTS and a degree in internet working. So we all have had that setting of data and non-repudiation. And don’t forget in a trinary setting non-repudiation is more than a simple equation. It will figure out that you and only you could have done something like that. This is why I valued Oracle (and optionally Snowflake) above all the others, by the time you are done with listening to the salespeople from Azure stating that this is the way to go, you are hooked and that is where you lose the fight. And when Oracle set up whatever they call there trinary database system, there will be a population of one in the forefront of real AI and those who were ‘enticed’ by the sales talk of others, because those salespeople don’t care about you, they care about their own product and they are set to do the best that their solution can do for you. Here language and legal settings matter, because they never outspokenly lie, they merely omit factors that they regard don’t concern you. Even Google Gemini give us “ternary remains limited by manufacturing complexity and lower reliability.” Every one who knows me knows that I am a huge Google fan, so where did Gemini gets that data? (simple: reddit) and it gives the source, but how was it verified and validated? And at present it is a true setting, but if you realise that this technology is still well over a decade away (at best) are they lying? You need to see the bigger picture, especially when these vendors trow phrases like “AI” around and when people are cluing up that it is all Fake AI, we will see carefully phrased denials like “they were all doing it, we just followed them” and that is where you see that these proclaimers are merely following one another. What a tangled web we weave. 

Still I reckon that Snowflake and Oracle will have transference systems in development, because I am not the ‘genius of one innovator’ others have similar setting in mind and they are preparing to give their customers the best that is possible with the current technology in place. 

So as we are looking at a day of rest (or like me slaughtering people in Skyrim), we need to consider the media frenzy that is evolving around us and be very careful what you accept as true. Even my statements should be examined. The one stating “My data is without flaw” is the liar in your inner circle. And be careful who you let into your inner circle because that is your decision and it will cost you the moment you allow the wrong person in your midst. 

Have a great day. So don’t think of this ‘article or story’ as valid, it is a collection of thoughts that are mine and even as I presume that it is all factual, it remains a story unless I can verify and validate the data I have and some of this was collected through fake AI, so I know there are parts that are not aligning. 

Leave a comment

Filed under IT, Media, Science

Tagged as , , , , , , , , , , , , ,

April 21, 2026 · 23:55

This is not centerfield

You might think that doesn’t make sense, but for me it does. I have been all over the field, mainly because a few things are hitting me at the same time. First there is the setting that I feel for, the Attacks on the UAE and a few other matters made me want to shout out towards the UAE. I ‘handed’ them the IP to hurt Iran, as well as a few other matters. So as I saw today ‘Disney (DIS) Increases Peak Ticket Prices to Record Highs’ source: Gurufocus news) I realized that the UAE has a larger recovery plan in place, as long as we deal with Iran and their missiles, the Trump setting does not help and a solution needs to be found, but the UN is useless as I see it, as such there is no expected help from that side. Then we get the false information (usually from people wishing they would become influencers) so that is a side that needs attending to (by the proper authorities) and I have little solution there. I can illuminate these losers, but it is like mopping the floor whilst the tap is still running. So whilst that Disney news is out there, there is a clear side for the UAE to increase the settings in that field But there is one side that could be dealt with, gaining traction through free options. My issue with this is that it is nice, but why should the Emirati government have to pay for it all. It then hit me that one thing that WaterWorld Abu Dhabi has is the Al Raha River. It seems like such fun and especially in Summer. It then hit me that this is one entertainment version that could be implemented near hotels. It seems like a low cost setting that beside the initial building, could offer entertainment, without the high cost. So consider places like Capital Park (Abu Dhabi) it has several hotels around the corner, people visit that place, what could be more inviting than something like the Al Raha River (with a different name of course) where people could relax, without paying a large amount (optionally the tubes have to be bought, or people bring their own). And this is merely one location, you could have a few of these in Abu Dhabi and Dubai, preferably in a place where several hotels are found. There is also the ‘need’ for webcams, or publicly accessible form of CCTV in public places, so that people can see that these wannabe influencers are full of idiocy. So that the world sees that the UAE is open for business and that people are there to have fun. It is a small step to increase the tourist settings as Gurufocus gave me is that Disney (at peak times) of $219 per person, this is nuts, because that amounts to 805 Dirham per person. I reckon that will feed a person for a week (an assumption from my side) the first thing that people who price themselves out of a market need to realise that their audience goes somewhere else. 

Places like Al Baik can feed two people for a meal for AED 55, so that amounts to 15 meals, so my assumption of feeding someone for a week can be achieved, you need even less if you go to a place like Carrefour. But it is not about food, it is about the UAE getting new and more visitors to their location. So whilst the UAE is hit with all kinds of nonsense not unlike “As of April 2026, Smartraveller advises Australians “Do Not Travel” to the UAE due to volatile security, high regional tensions, and risk of military conflict”, we can all agree that there is a risk of military conflict, but what exactly is “volatile security”? The UAE has been one of the safest places on the planet for years. We can agree that there are regional tensions, but this is what Iran threw at them, not in any form what the locals (read: Emirati’s) do. As I see it, it is still one of the most safe places, even with the military tension that exists to some degree. 

As I see it, there is always a need for free entertainment, the USA has it on TV and it is called C-SPAN (or was that C-SPAM)? There is a lot more in focus and places like Dubai Media Incorporated (DMI) should get global views, you see when that happens the bulk of the streaming solutions we are given (at a price), gets competition from Dubai TV, which is generally free-to-air, and now consider that the new Dubai+ streaming app offers free, ad-supported access to 30,000+ hours of content. This was the setting I was considering whilst I was working on ‘Just a Game’ for its part two. It is still a short film, but I tend to be a man of my word and I promised the Director of the NSA (now Army Lieutenant General Joshua Rudd) and the Director of GCHQ (still Anne Keast-Butler) a heart attack, don’t get me wrong. I have nothing against the institutions or the directors in charge, I just needed a hobby and this was the best I could come up with my lacking resources. 

Sometimes I walk through the park (to think things through) and I am watching what is in the park and I wonder, do they have this in the UAE? Totally irrelevant to my setting, but a nation, innocent of anything other then the welfare of its citizens is currently under attack from Iran, it made me consider what else I could do. Even as we are given (13 minutes ago) ‘Trump tells CNBC he expects U.S. to make ‘great deal’ with Iran’, it seems folly as the Islam Times gives us 40 minutes ago ‘Trump Turning Negotiating Table into “Table of Surrender”’ and in all this, the UAE is caught in the middle. So what to do?

I ‘handed’ them my military IP (free of charge) and I have one optional adjustment for the road solution, but that is a little matter. The real deal is what will help the UAE (or Saudi Arabia for that matter). I currently have absolutely no faith in any solution the United States administration brings. 

And there is no need for my actions, but when you see the world burning I want to do something and I tend to go in creative mode, it is just the person I am. It is clear that that this solution is not coming in a day, but there is the need to adjust what there is to improve the pull of tourism and also the joy of the Emirati’s, who serve to let of steam in the meantime. And I believe that tourism will improve if people know what is possible and what is expected and the idea that DMI goes global might be a first step towards getting there and this could be done before the dust settles and as these solutions come forward it would also improve the offer of scripts and talent towards the UAE, but it requires the global audiences to realise that the UAE is more than the Dubai Mall and zero taxation. As more options are shown, more solutions will become available to the UAE and optionally even solutions I never realized, I don’t know everything, so that makes sense. Then there is the setting that places like ADNOC requires staff, only yesterday places were advertising for 929 Marine ADNOC job opportunities, in this world where people don’t have a job because AWS, Microsoft, Oracle and IBM (optionally others too) have shedded over 55,000 employees, they might consider the UAE as a worthy place for their skillset, one can only hope. 

So as you can see, my brain is all over the place and not always in the best of state, but that is me, always skating in his little square like a goalie watching for the puck to come his way, so that he can slam it in the other direction.

So, I am not a centerfielder, I am a goalie (a wannabe goalie for the Toronto Maple Leafs at best) and I am doing the best I can as such I am relying on my creativity (at almost 64 I have to) and I am doing the best I seemingly know. So answer for yourself. Who thought of visibility of the UAE by giving the Dubai Media Incorporated a global stage? Who thought of seeing what parks have and considering the concrete table tennis in Burwood (near Sydney) how many of these tables do the parks in the UAE (Dubai, Sharjah or Abu Dhabi) have? All thought of consideration and there are more sports that could be promoted in this way. The first step in doing something is to have the thought and instilling this in others. Only then will any action make sense. But that is merely me having a thought and optionally a useless one, but that is merely on me.

Have a great day.

Leave a comment

Filed under Finance, Media, movies, Tourism

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

April 14, 2026 · 10:05

Secondary reasoning

That was the first thing that hit me when I was introduced to the BBC article (at https://www.bbc.com/news/articles/cn08ep6d5ndo) named ‘US home buyers ‘frozen’ as sales slump over Iran war fears’ a few hours ago. You see, what it says here is not a lie, it is incomplete. We are given “The US housing market is struggling as the impact of higher mortgage rates, fuelled by the US-Israeli war in Iran, begins to bite. Figures from the National Association of Realtors (NAR) showed the number of homes sold in March hit their lowest level for nine months, falling by 3.6% from a month earlier.” You see, the population of the United States is starting to figure out that this president will throw them under any truck heading for them, hoping it will slow that truck down. So whilst we see “impact of higher mortgage rates”, which might be true, but there is a whole lot of other factors playing. We see labor statistics giving the media that 178,000 is good and much better then we thought. But in that meantime Oracle sacked 30,000 people and they are not the only one and whilst we partially accept that this is the fuel the AI pressures. Some will realise that AI doesn’t yet exist and that the fallout will be soon. And as Europe is abandoning Microsoft (for plenty of reasons) the setting of data centers when they are not getting filled with data is another setting in that cog. Then there is the Iranian clambake which is not about the clambake, it is about the price of oil, so whilst like the house as presented. Some will see that the heating bill will grow sand in the cogs and whilst the mortgage goes up by factions at a time, the heating bill will take gulps out of your budget and it will drive fuel prices up. So your house in a nice place, it is also miles form the place of work and that is the real driver. So whilst some are in the dark on how many people, drowned on the Titanic (1997, James Cameron) the world will agree that it was a boatload and the specifics are basically made redundant. 

So when we are given “following drops in January and February, rates have shot up since the US-Israeli war began. They are increasing on expectations the US central bank could continue to hold interest rates in order to keep inflation under control, dashing hopes of further cuts by the Federal Reserve.” There is no mention that President Trump bashed the hopes of home builders by pissing of Canadian lumber, driving those prices up even further, this gives additional money requirement to houses and which now requires a slightly steeper interest setting. So whilst you want to say that you are happy with the $200K home, the additional $780 on additional mortgage and the additional price of lumber (set to a rough $5125) is not in the budget and it drives the prices up. Now we get oil that was $69 per barrel in 2025, we now see that same barrel going for $98 dollar, almost 50% more expensive, so consider that some claim that by June that price is a plausible $150. So, who can afford to heat their houses at 50% higher energy bills, with the optional 50% raise in a few months. And it is all due to their kind and loving president (I believe his name is Donald Trump). 

So whilst the BBC article gives the people in the United States plenty to worry about, the US finance industry has a much tougher time ahead. Because at this rate close to (a speculated) 17% of the housing market will collapse and the people who are in dire need to get rid of their homes will not find any buyers. But I recon that the Finance industry will hold hands and become the new landlords to a massively tough market.

As such, houses are more expensive, fueling houses (electricity and heating) will make them unaffordable and the borrowing ability of the United States goes straight from ground level to basement level 5. So whilst we might give some validity to “Indicators point to “weakening housing demand following a recent jump in mortgage rates and a collapse in consumer confidence”, said Thomas Ryan, North America economist at Capital Economics. Both are “knock-on effects” of the Iran conflict, he added.” The words given doesn’t make Thomas Ryan clever, perhaps the fact that he is avoiding that all this was due to the American Administration is and the several factors that are ‘ignored’ have nothing to do with Iran, it has everything to do with some narcissistic individual that he was the next Jesus in a nasty line of nobodies. And make no mistake, when the other factors come to play, there is no avoiding the setting of the US administration, because when (not if) the European stability, which requires and absence of Microsoft come knocking. The data centers that have no input will be pushed in to a bad mortgage bank which will then be pushed into receivership. So my next question becomes: 

‘Who wants to own a data centre? They are going cheap.’

And I reckon that the silence that follows will be deafening. Only a fool takes on a war at two fronts (Napoleon Bonaparte, 1769-1821) and only the king of fools sets a tariff and bully demand on 15 fronts (Donald Trump, 1946 – who cares). It is a setting that will haunt the United States until at least 2076, but some say that the United States will not survive until then, giving the history of the United States with less then 300 years, a setting of greed and exploitation in plenty of books to reminiscence over.

But then, I could be wrong. Do you think I am wrong, or are the factors you see starting to make sense and when that happens where will you place the media in all this. A mere reporting entity or a bleeding effect of greed and digital dollars?

Have a great day.

Leave a comment

Filed under Finance, Media, Politics

Tagged as , , , , , , , , , , , , , , , ,

April 10, 2026 · 01:49

Creation and creativity

That is the setting I see. Someone ‘alerted’ readers that Israel will be preparing for a ‘forever war’ and that might apply to some extent. They reacted poorly to Iran, but not all in all unexpected. Israel was under attack for the longest time of my life either direct, or indirect by Iran. So their setting makes sense to me. But in that same setting a new door is opening up for the UAE. They get the option to open the door of creation and creativity is where the bucks come. You see, if my setting of the United States make sense, America is about to become hindered by its own arrogance and their new reality of ‘we can no longer play that game’, but in that same sense of one, the other setting also becomes clear. 

So I will take a step back and lead you through that setting. Arabic is spoken in most of the Islamic nations and in that setting we get: 

Egypt – population of 90,000,000
India – population of 200,000,000
Indonesia – population of 250,000,000
Pakistan – population of 233,000,000
Bangladesh – population of 150,000,000
Turkey – population of 80,000,000

Which gets us a population of more than a billion and we still have all of the gulf states to get through. These are merely the top 6 and as I see it, it will be soon that the population of the United States will no longer be able to service them. A billion in Business Intelligence and all the dollars that combine them (as well as the Gulf States) and it is business right there for the picking up. So whilst we get IBM and their statistics, Oracle and their databases, Oracle Database provides extensive support for the Arabic language through its National Language Support (NLS) architecture, which handles character sets, sorting, and cultural conventions. But that setting might lose ground support from the United States, now combine that with Business Intelligence, the training of these people and the support from other regions is now getting close to a freewill and adjusting regional support (like Tourism) gets a new lease on life. Combine this with the settings that NICE (an Israeli customer care solution) gives the world, we see settings that might (might is still the operational preferred word) to a population of well over a billion and for the UAE and its near unique position would be able to service this setting to these nations and other too. And as things go from services, the education there might also be in a near free-fall as we see that the United States will lose more and more handle as their services fall short. The UAE could be one of the first to pick up the shortfall and takeover of these elements. As such the UAE comes out stronger and now we see an acquired setting where others might not be ready to take over the elements that were in hands of the United States for the longest of times. But as its settings fall short, they will make knee-jerk reaction to hold on to so many things and more and more service will fall free into the air. A perfect opportunity for the business sense of the Emirati people. 

When you get to think of this, you might think that the United States would hold on to this, but when the first services started to fumble, a lot more comes clear for a free-fall. The AFR gave us (on Tuesday) ‘Jamie Dimon is counting the straws that will break the market’s back’, Forbes is giving us “Every April, Jamie Dimon publishes his annual letter to JPMorganChase shareholders, and every April, the financial press spends a week dissecting his views on the economy, geopolitics, and regulatory reform. Meanwhile the technology section and references—arguably the most consequential parts of the letter for anyone working in banking or fintech—get the least attention. But not from me. Here’s what Dimon said about technology, and why every community banker and fintech executive should be paying close attention:

In a section on new products, Dimon wrote that the risks around customer data misuse are “likely to get far worse with AI and agentic commerce.” He framed this as an opportunity for JPMorgan to position itself as a trusted intermediary—essentially a consumer data guardian—and flagged plans to roll out products around “control of personal data, safe commerce and customer-friendly algorithms.” Community banks should be asking themselves who their answer to that question is. Buried in the macroeconomic risk section, Dimon mentions that five hyperscalers (Microsoft, Amazon, Google, Meta, Apple) will spend $725 billion on AI-driven capital spending and construction in 2026, up from $450 billion in 2025. The scale creates two problems for smaller banks: 1) the infrastructure gap between large banks and community institutions is widening at a pace that periodic tech upgrades cannot close, and 2) the talent required to actually deploy AI—not buy it, but configure it, govern it, and integrate it—is getting absorbed by the hyperscalers.”

But personally I believe that the story is incomplete (and partially inaccurate) AI is not here, no matter what people say. There is a doom setting towards people not implementing AI, but AI is not here yet, it won’t be ready for decades and people are in this tailspin of doom and all the headless checks squawking ‘Get AI, get AI’ are delusional (some call these squawking chickens Influencers)  and if you pick through that balloon you get a lot of air, but that is all it is. Still the setting of DML and LLM could give some kind of relief when properly applied. I never denied that, but DML/llm is not AI, no matter what the chickens say. And in all this one name on the list is missing. IBM and their Business Intelligence and that is a powerful setting and take their BI and apply it to the top 6 you get one hell of a business venture. And normally there is no getting in-between that. But President Trump and his Big Beautiful Baloney gave life to this opportunity. Too bad for them that the internet is fueled by a WWW setting, not a BBB setting. And now this becomes the option for the UAE (optionally Saudi Arabia as well), but the UAE has a more powerful BI and business setting (this is a speculative setting I see, but I could be wrong), so as we see how the United States is faltering, the failing services for the top 6 named here gives rise to the business opportunity that is falling almost directly in the lap of the UAE. And whilst I might fail to see the how it falls, I believe that Abu Dhabi and Shariah might have the strongest settings. I am not short selling Dubai, merely seeing that these new ventures might be served better in a lower costing setting.

So whilst we see the BS the media feeds the population in the US and optionally EU too, a gap of options will open up in the UAE. Snowflake is already in the UAE (in Saudi Arabia as well), but I lack the knowledge to see where they are at present and I believe that the opportune mind will see a larger field of opportunity. So whilst the world is all screaming (like headless chickens) “Apply IA, apply AI” we tend to forget that only 5 years ago that setting was nil and BI was for almost three decades and out is that soon as the services from the United States are faltering, the UAE now has a option to capture this market and make it Arabic, because the language is part of the new stream, these 6 nations will be the first to capture that opportunity. That has always been the case. As such I say, look where you would go and the United States turned it always into: “Come to us” and when that falls flat, the new players will see what is there for them and I see great options for the UAE (I also want them to enjoy the shortfall others have) which gives rise to the statement “The UAE comes out stronger” and I believe that this believe in self is what is required to had a larger win of an economy handed to the USA for far too long.

So have a great day, my run to the weekend started 90 minutes ago and consider, what else did I miss? I cannot tell where your shortfall is, but I do know that I cannot have seen all the settings of opportunity in a mere three hours. I am clever, but I am not THAT clever, I don’t mind.

Leave a comment

Filed under Finance, IT, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

April 6, 2026 · 22:10

Where we go next

That is an important question, because the next stage is any setting can be set in two switches. The one that affects you directly and the the one that does not affect you. We then get the affected switch that has a direct consequence and merely a derived one. So when we get Al Jazeera who gives us ‘Tehran rejects Trump’s Hormuz deadline’ mere hours ago, these switches go into overdrive. Because now we get BBC telling us 5 hours ago ‘Trump issues expletive-laden threat to Iran over Hormuz Strait blockage’ where we learn “US President Donald Trump has published an expletive-laden post on social media in which he threatened to destroy Iran’s power plants and bridges if it failed to meet his Tuesday deadline to reopen the Strait of Hormuz to all shipping. He repeated an earlier threat to unleash “hell” but told US media there was a “good chance” of a deal being reached with Tehran. Iran mocked his ultimatum, dismissing it as “helpless, nervous and stupid”.” And we then get ABC giving us 13 hours ago ‘Iran briefing with Matthew Doran: Threats tell us more about Trump’s frustration than anything else’ where we see “Donald Trump has issued a new deadline of Tuesday for Iran to reopen the Strait of Hormuz to all shipping traffic, without restriction. In an expletive-laden post on social media, he said bridges and power plants would be destroyed if the regime in Tehran didn’t comply”, in this we have “issued a new deadline”, which is what people do who cannot follow through on threats are a separate issue. I cannot say what issue, because I am still on that horse named bankrupt and the only setting that makes sense would have been bombing near immediately. The fact that we get timeline stretching is another setting that influences it all. But 3 minutes ago Al Jazeera gives us ‘Pakistan says it is engaged in diplomacy amidst ‘egos’ and ‘distrust’’, I personally believe that Pakistan needs to get involved to safe face with both the UAE and Saudi Arabia, but they are right in one part. Whatever the United States gives us is flawed if not, an outright ‘miscommunication’. ‘So whilst we all see the ‘tirades’ President Trump gives us all we deny, looking in the corner where nobody wants us too look. Add to that all the generals who got fired (apparently 8 in total) a setting that shifts a few lines and the derived consequence to the switches I mentioned at the start by them.

Whatever is taken from a convoluted timeline that we see now seems to be the flimflam orchestration which only reaffirms my thoughts that the United States is on its last energy and when that runs out, the hostilities begin. Do you really believe that President Trump will admit to being out of funds? I reckon that we better reenforce the defence of Canada, because as I see it, the United States is likely to get 65,000 troops as reenforcement. So suddenly I sound a little less crazy don’t I? And it comes at a time when CUSMA is under review, the Hill gives us “Canada and Mexico have suffered the ire of Trump, ranging from blanket tariffs to threats of annexation and invasion. As a result, economic policy uncertainty is at historical highs in Canada, while in Mexico, the devaluation of the peso and a 10-25 per cent U.S. tariff on many Mexican goods has hit the economy hard. Beneath the headlines are more muted negotiations over policy choices on matters of tariff exemption and content requirements for a range of sectors. While automobile manufacturing and steel steal the headlines, the critical minerals and energy sector is now at centre stage in the CUSMA review.” The setting is ‘pre-arranged’ as it is the United States that is in a crunch, not Canada or Mexico and it is the United States that requires critical minerals. And in that setting both Mexico and Canada are the strong players, even whilst we are given “economic policy uncertainty is at historical highs in Canada” all whilst Canada is making new headways in the world with the Middle East, Europe and Asia the new stages of economic strength. Not policy uncertainty. As I see it, there are more settings in play. 

There is a setting under the surface that screams misalignment. I personally think that the United States is playing bluff poker with a “dead man’s hand” all whilst his opponents Iran, Europe and Canada knows what he is holding. I think this is the best analogy I can come up with. So when the shouting and bully tactics end, the United States is holding the cards they have and they are not good. So they either bluff their way into everyone not playing, or they will win. Even at this setting Canada needs a mere three two’s to win the hand and that might be the weakest setting it needs. No one has a clue what Mexico has, but its catering to the shortages of Cuba gives them a few short term advantages. So whatever the United States is proposing in this setting will have a few set backs. The first what the Venezuelan failure brought and the second is the 6 week failure that Iran is bringing to the table. I reckon that they might have a claim of a few hundred billion to the table of the International courts of The Hague. No matter how you slice this, it will be seen as an illegal war. No matter whatever the US administration calls it (they called it not a war) and in that setting it is the courts that will have a field day (and those lawyers making the good cash) and all of this comes out of the near empty coffers of the United States. So whilst we see all this, a mere two days ago we are given “Fox News’ Bill Hemmer cut off President Donald Trump’s top economic adviser when he tried to blame former President Joe Biden for high gas prices amid the Iran war. Oil prices have surged as Iran has effectively closed the Strait of Hormuz, a waterway in the Middle East that carries about a fifth of the world’s oil. The national average cost of gas has exceeded $4 a gallon in the U.S. as Americans bear the brunt of Trump’s war against Iran.” So is this the path of this US administration? Blame the previous administration? 

And I apologise in advance of jumping over these hurdles (articles) like a horse on steroids. But it gives us a larger setting that is over all the images. The media are pretty good of merely looking at one part, hoping the people doesn’t see the larger image. It reminds me of the person showing is the image of a worm and we think ‘Oh, goody’ but the image becomes a little weird when we zoom out, only to realise that we were looking at the tail of a rat and the ones manipulating the images are all about misdirecting our interest whilst we should be focusing on rat extermination. 

So whilst I might be wrong to focus on a broke United States of America, it is where the exposed data leads me. And whilst the United States tells the world it is doing great, we need to realise that things are bad. Consider that last week we were given “According to March 2026 data, the US labor market showed remarkable strength with 178,000 jobs added” and whilst we see a few days later “Oracle has laid off approximately 30,000 employees, representing about 19% of its global workforce”  all whilst we are also given “Since the start of 2026, Meta, Autodesk, Salesforce, Workday, Google, Pinterest, Block and other firms have announced layoffs” so how great is the employment setting of the United States? In all this it is merely another element towards the broke setting of the United States, all whilst the media is no help in giving us what we would need to give ourselves a neutral view on the matter. A setting that this US Administration is using (read: abusing) to get the populist vote, but things really are not that rosy at present for the current administration. I reckon that the expected filtering on the speculated ‘deleting of bad news’ in California will aid the economic downturn that the United States is currently facing. 

The ice is slippery and not enough to bare anyones weight (especially mine) but as the media is not doing its jobs, I have no choice but to speculate with the (incomplete) data I have and this is the conclusion I come to. The United States is broke, I have said so before, but the evidence is now becoming malleable, which it should not, I agree with people opposing that thought. Yet the images of President Trump going all out like the proverbial mad dog with his threats

All whilst people focus on the threat and not on the stage surrounding that threat and it goes way beyond Iran. 

So have a great day and consider the thoughts I am leaving you with.

Leave a comment

Filed under Finance, Media, Politics, Tourism

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

March 29, 2026 · 05:44

The Bull what?

I was confronted with an Oracle article this morning, it came with the complements of the Insider Monkey (at https://www.insidermonkey.com/blog/oracles-orcl-backlog-drives-its-bull-thesis-according-to-analysts-1726682/). The article ‘Oracle’s (ORCL) Backlog Drives Its Bull Thesis According To Analysts’ which might be a conundrum, so lets take a look. We are given “The major factors in the firm’s bullish thesis on ORCL are its massive backlog and its ability to cater to increasing AI investments in the US. Oracle has a remaining performance obligation (RPO) of $553 billion, which offers good visibility into the company’s future earnings.” I would go with that a backlog gives stock and future of a company value, but that might be an oversimplification. And $553,000,000,000 is nothing to sneer at. It is seemingly more than the overall business that several nations have and in this case it is more then Norway gets on an annual level. So I would go with that, but what is a bullish thesis? 

Well, in short “A bull thesis is a structured argument supporting the belief that a specific stock, sector, or the overall market will rise in value, driven by positive catalysts like strong earnings, innovation, or economic expansion. It focuses on growth potential, such as AI-driven productivity, high revenue backlogs, or increased market share.” (Source: Simply Wall Street).

So I had it correct the first time over (a few days ago). There was nothing new under the hot sun, but the next bit ‘surprised’ me a bit. It was “The analyst also pointed out that a major risk in the bull thesis is the customer concentration. A large part of this backlog comes from OpenAI. OpenAI intends to invest a total of $600 billion in computing power by 2030. Previously, in October, OpenAI CEO Sam Altman said the company could spend up to $1.4 trillion on infrastructure by 2033. One month ago, BNP Paribas analyst Stefan Slowinski commented on how this particular risk is now reducing for Oracle Corporation (NYSE:ORCL):” So in short, most of the backlog comes from OpenAI, if OpenAI fails (not a weird thought) Oracle stumbles as would be the case, so the backlog is due to mostly one customer and that is a rusk. How big a risk remains to be seen. The people wanting OpenAI to succeed are numerous and ‘THEY’ would be reducing the risk like the metal dealer reducing the risk of riveting and downplaying potential dangers. This went well before the Titanic saw the shores of the ocean (bottom of the sea), but what happens afterwards? Now, riveting is largely supported, there are whole fleets still out there based on riveting. But what happens when the next big thing comes (like welding), so that is where we are right now. But on the horizon we see Google DeepMind, Anthropic, Meta, DeepSeek and something called Cohere. I believe Oracle is in a good space as whatever comes next will require a system that deal with data and I believe that the only competitor here is Snowflake. As such yes, there is a risk to (what some call) the Bull thesis, but the risk is seemingly small as nothing can match Oracle and Snowflake can only partially cover Oracle (as I see it) and I have some reservations on BNP Paribas analyst Stefan Slowinski as BNP Paribas and OpenAI have a multifaceted relationship involving financial analysis, infrastructure, and competition within the AI landscape and this article dos not bare this out. But in that setting we also fail to see the setting that ‘SoftBank Secures $40 Billion Loan to Fund $30 Billion OpenAI Investment’ (source: TradingView) this matters as there is a backlog and they still need loans/investment funds? And the second setting is given to us (at https://www.nssmag.com/en/lifestyle/44761/sora-openai-shutdown) where we see ‘Understanding OpenAI’s U-turn on Sora’ where we see “The development team of Sora, the artificial intelligence software by OpenAI that allowed users to generate realistic videos from a simple prompt, recently announced the shutdown of the app. It is a sudden and highly significant change, one that is expected to produce notable effects in the technology and entertainment sectors, with repercussions that could extend well beyond the U.S. market. The shutdown of Sora is not relevant only for the company led by Sam Altman, but also for other players active in the field of generative AI applied to video production. Google, for instance, now finds itself in an advantageous position in this area, with the concrete possibility of consolidating its leadership in the generation of realistic AI-based videos – thanks to its tool Veo.” So some will see this as a boost to Google (DeepMind) but this happens before these tracks became financially viable (read: paying off) and these elements will create some sort of minor shockwave. The problem is that 3-4 shockwaves can create a massive customer turnover (like towards a competitor) and even if it doesn’t ‘damage’ Oracle, it might hurt prospects in that near future. Consider that this backlog of $553 billion reduces it to a mere $125,000,000,000 Still a large number, but that is when it starts raining men on Wall Street (aka: watch out below).  All elements overlooked in Insider Monkey and the non-Chinese media is not too bitty in the DeepSeek settings. So we are mostly unaware how their next version of its engine is. All elements that will influence the view on Oracle. I still have faith that Oracle will pull through successfully, but these pesky investors are at present more jittery than a room full of roaches as you turn on the lights. It might not be the best setting for a long term ‘understanding’ and that is something Oracle has to deal with. 

Have a great day, I am now 120 minutes from breakfast, although if I was in Vancouver I could enjoy another lunch in the Nightingale like a Cache Creek Beef Tartare, yummy.

Leave a comment

Filed under Finance, IT, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , ,

March 22, 2026 · 01:28

I am not economical savvy

That is the setting and we can conclude that I am intelligent, but not that economical savvy. I have known for the length of my years that if you spend less then you get, you might get rich at some point. I know it is a little simplistic, but I am not an economist. I know data, I can read, write and comprehend data, almost any data. So when I saw something almost a week ago, I wrote ‘Is it insight or data?’ On March 16th (at https://lawlordtobe.com/2026/03/16/is-it-insight-or-data/) and I stood behind Oracle, not because I am so economical, but because I know technology and Oracle is an essential technology. In some ways it is now chased by Snowflake, but that is the nature of the beast. Oracle might be at the top, but it is forever being chased by whomever wants to get into number one. Snowflake is speeding past all the others, but it will not (for some time) go past Oracle. So when I saw that Oracle had half a trillion in their pipeline, the other news made little sense and I wrote about that and 4 days later (the day before yesterday) we get a fool, a Motley fool no less (at https://www.fool.com/investing/2026/03/20/news-oracle-billion-backlog-ai-stock-buy/) give us ‘Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026, But Is It Too Late to Buy?’ Pretty much exactly as I said it was. But they give us more. We also see “It’s worth noting that Oracle stock has lost 49% of its value in the past six months, owing to multiple concerns, including a reliance on OpenAI for a significant share of its contractual backlog and taking on sizable debt to build artificial intelligence (AI) data centers. However, those concerns took a backseat after Oracle’s beat-and-raise quarterly report. Let’s see what worked for Oracle last quarter. Then, let’s take a closer look at its valuation to find out if it’s too late to invest in this AI stock that has the potential to soar impressively for the rest of the year”, with an additional “Oracle’s quarterly revenue jumped 22% year over year to $17.2 billion, exceeding the $16.9 billion Wall Street estimate. The company’s non-GAAP earnings growth of 21% to $1.79 was a bigger surprise, as analysts would have settled for $1.70 per share. The company’s cloud infrastructure business also outperformed expectations, with revenue increasing by 84% year over year to $4.9 billion. That was higher than the $4.74 billion consensus expectation. Even better, Oracle’s cloud infrastructure business is likely to continue growing at a terrific pace in the future. Its remaining performance obligations (RPO) jumped a whopping 325% year over year in the quarter to $553 billion.” Now lets be clear, I get most of that data, but unlike that fool Motley there is a lot I do not see, mainly because I am not an economist. 

And here you might think that there is confusion, because I have (and still) say that AI does not yet exist. But data does exist and when it comes to data Oracle is the Rolls Royce of data systems. So, whatever these people want to make you believe, they can do it better with a good data solution. And all DML (Deeper Machine Language) as well as interactions with LLM (Large Language Models) require the best solution (which gets you to Oracle with optional Snowflake) so whatever data solution these people select, they need to rely on their data ventures and that puts Oracle in the picture and when you comprehend that, the half a trillion dollar pipeline starts making sense. 

What astounds me is that some people like to make some kind of consideration and as I see it, Oracle is a long term investment. You might think it is about the wealth of Larry Ellison and you would be partially right there, he brought Oracle to life (as the saying goes) and whilst some people are in it to play the markets, Oracle is above that. It is the safe place to put your dineros (as the expression goes). 

So why Oracle? As I see it, for over 30 years the people who wanted to get into data emulated and copied what Oracle did and called it innovation, but there is only one Oracle, the rest is almost a joke (OK, Snowflake might be the exception, but it is not as great as Oracle). Some tech firm bought Sybase and flogged it off as THEIR baby and they did well, but it is not the same a being the actual innovator. So as some call it, some stock is up to scrap and as I see it, it would be Oracle. 

Whilst I am writing this something occurred to me and this falls on the mattress of Google. We are given “Oracle (ORCL) is widely considered a strong buy by analysts following robust Q3 2026 earnings, surging cloud demand, and a massive $553 billion backlog. With a 4-star rating from Morningstar, the stock is viewed as moderately undervalued with significant growth potential, although some analysts caution about high capital expenditures and heavy reliance on AI partner OpenAI.” And the two points are in the first “following robust Q3 2026 earnings”, so they decided on earning that will not be completed for another 6 months? Explain that to me, because as far as I know time travel is not a valid method of predicting earnings. Then we get “heavy reliance on AI partner OpenAI.” Why reliance? So, who calls the shots there? Is there a given that OpenAI demands Oracle? I get that people who are in the ‘spell’ of AI require Oracle, that makes sense. But think of that for a moment. There are numerous data vendors. Do you think they all select Oracle because Microsoft/AWS/Google/IBM are all Dodo’s? It is all dependent on what solutions these customers have now and that might set the bar for what data is selected, don’t get me wrong. Oracle is the best as such I applaud their actions. But I have seen my share of boardroom meetings where someone was in favour of whatever they had, as such I have an issue on the use of ‘reliance’ as in ‘heavy reliance’, but that might just be me.

In the end, we all take what we can get and data people select Oracle for the simple setting that it is the best. So select what you think is best for you and consider that Oracle will continue no matter what, because there can only be one number one. 

Have a great day, It is not Sunday here. Time to imitate a sawmill as It is massively past midnight.

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , ,

March 16, 2026 · 23:25

Is it insight or data?

Two days ago I saw two things close together. The first one was a Bloomberg terminal with nearly everything in red, even player like Oracle and Google were in the red. Not sure what brought it on, oil price, a clown in Washington DC setting the buildings on fire or perhaps someone in California doing something similar. The reason is unknown to me. On that same day an article (at https://www.mirrorreview.com/news/oracle-earnings-reveal-contract-backlog/) by the Mirror Review gives me ‘Oracle Earnings Reveal $553B Contract Backlog Due To Massive Cloud Demand’, now I do not know this source, but the two don’t make sense. Oracle has a $553B backlog (which is nice as I am looking for a job), but this sets two parts in motion against one another. So if there is an outstanding pipeline worth half a trillion dollars. There should be no red mention for Oracle, but that might be my non-economic side taking considerations in its own hands. 

So when we see “Oracle generated $17.2 billion in revenue, representing a 22% increase from the same quarter last year. Profit also improved, with earnings per share reaching $1.27, up 24% year over year. Cloud services were the main growth engine. Oracle’s cloud revenue reached $8.9 billion, growing 44% compared with last year.” The setting of Bloomberg red makes no sense to me and I wonder if there is orchestration in play. Don’t sign off yet, there is additional evidence. MorningStar (at https://www.morningstar.com.au/stocks/oracle-earnings-solid-execution-secures-revenue-target-mitigates-investor-concerns) gives is ‘Oracle earnings: Solid execution secures revenue target and mitigates investor concerns’ another statement that makes no sense, in light to a workable half a trillion dollar pipeline. Here we see “We are content with Oracle’s pace to expand its data center footprint. Demand for AI training and inference continues to outgrow supply, which supports our accelerating growth outlook for Oracle Cloud Infrastructure. OCI revenue should grow 77% in fiscal 2026 and 117% in fiscal 2027. Ninety percent of the 400-megawatt data center capacity Oracle delivered in the quarter was on or ahead of schedule. Considering the scale of OCI’s buildout, a strong record of on-time delivery is evidence of solid execution that should maintain customer trust and enable faster time to revenue.” As well as “We raise our fair value estimate for narrow-moat Oracle to $220, from $215 previously, based on higher-than-expected near-term demand for AI compute. Shares look undervalued following the stock’s 8% after-hours rally. Clarity around Oracle’s funding and market demand can mitigate investor concerns around OCI’s future growth. However, we reiterate our Very High Morningstar Uncertainty Rating for Oracle, as the demand and competitive landscape for AI cloud can change rapidly over the long term. Our base case assumes that AI infrastructure will continue to see high demand that allows Oracle to reach its $225 billion revenue goal by fiscal 2030. In this case, there is a clear path for Oracle stock to converge with our fair value estimate as a result of on-time capacity delivery each quarter.”

So, how does “our fair value estimate” make sense? What is it based on? There is also the setting of “we reiterate our Very High Morningstar Uncertainty Rating for Oracle” It sounds like orchestration by a Wall Street party. How can any firm that sets over half a trillion pipeline to this? Lets face the simple fact that this is out of reach for a player like Microsoft who ‘gives’ us “Microsoft reported a record annual revenue of $281.7 billion for fiscal year 2025” it might not be bad (me thinks) but it is merely half the revenue that Oracle has in its pipeline. And I reckon that this is merely the beginning. As places like the UAE has the Iranian stage, banks and several others need a clear line of communication via service centers, call centers and customer care and as I see it, Oracle is the best in these data vaults as I see it, the pipeline might grow in several directions because it is not just the UAE, I reckon that organisations in Europe and Japan will have similar settings soon enough.

And as we see other sources giving us “Remaining performance obligations, which is a useful metric when we want to gauge how revenue might be developing in the near future, grew by as much as 325% year-over-year. Looking forward to Q4, ORCL expects revenue to keep growing by as much as 18% to 20%, while for fiscal 2026 they expect total revenue to be $67 billion and in fiscal 2027 to be $90 billion. Client concentration in the backlog—meaning OpenAI—remains a concern, however.” I feel that there is orchestration, but it is a mere feeling. I lack the economic education to make sense of this. But one would agree that a $553B pipeline (read: backlog) implies that the need for Oracle is high and I reckon it will be growing even more soon enough, but that boat part is a presumptuous setting, not because there are others (like Snowflake), but the track record of Oracle speaks for itself and even if Snowflake has a great track record, these organisations go with what is safe and Oracle tends to be the safe route that large organisations ‘value’, but that might be merely my insight into this setting.

Have a great day.

1 Comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , ,