@ricksanchez48951.bsky.social
Happy Birthday, thank you for the insights over the years
October 20, 2025 at 7:36 PM
Happy Birthday, thank you for the insights over the years
Relentless, too early to short hyperscalers?
AI narrative is still alive with Oracle spending/deals.
Story longer than 2 months?
AI narrative is still alive with Oracle spending/deals.
Story longer than 2 months?
September 11, 2025 at 2:47 PM
Relentless, too early to short hyperscalers?
AI narrative is still alive with Oracle spending/deals.
Story longer than 2 months?
AI narrative is still alive with Oracle spending/deals.
Story longer than 2 months?