By Yahoo Finance Video
Publication Date: 2025-12-18 20:30:00
00:00 Speaker A
I’m talking about Oracle. They think Oracle will bring it back next year. Um, as you know, there are a lot of doubts in the market about this. What do you think people are doing wrong?
00:09 Speaker B
Listen, there are a lot of doubts in the market and they also have to do with dead investors. So there is, and by the way, I’ve been involved in stocks throughout my career. So, this is a bit new for me too. And I understand the customer concentration in open AI and there are some questions about how they will pay Oracle over time.
00:29 Speaker B
Uh, that’s real.
00:30 Speaker B
But the reason we’re so bullish on Oracle is because they simply have a better mousetrap.
00:36 Speaker B
Their cloud infrastructure is better than anyone else’s out there. They offer a better performing service at a lower cost while still being comfortably profitable. So if something happens on the way to some of them…
