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It's still a company worth $400B that makes $3B of profits and not even $20B of revenue.

And full of debt from AI datacenters full of hardware with a 6 year depreciation cycle, possibly even lower depending on what NVidia releases next.

So overvalued!

Oracle has >$60B in revenue and $16B in net income. It doesn’t seem crazily overvalued to me? Perhaps you were looking at quarterly statements?

Yeah plenty of suckers are trapped by Ellison’s downward facing grass cutting blades.

It’s a sad state of affairs. I mean Postgres is right over there!

It is very, of course, if you compare it to Tesla, anything can look good.

But if you compare to other companies with similar rev/profit numbers, you'll be amazed with how cheap they are.

I don't believe Oracle has a wide moat other than its DB -- the Datacenters are mostly commodity.