Oracle will completely collapse because half its backlog comes from OpenAI; the stock is volatile and fell from 230 to 130 after peaking at 330 when a $300B OpenAI backlog was reported, as people distrust tying its future to a money-losing company.

As for Oracle, the situation is much worse, because half of its backlog of work is from OpenAI.

Oracle will completely collapse because half of its backlog comes from OpenAI. By the way, its stock price is volatile. Like it's on the toilet.

For those who don't know, last year, around the third quarter, before Oracle's announcement, the stock price was 230. Then they announced that their backlog had reached between $300 and $400 billion.

Up by $300 billion in three months. Everyone went crazy, and the stock went from 230 to 330 in just two days. Remember? I've never seen a stock go up 100 points like that before.

The biggest stock in the market. Huge. In two days. Then, I don't know who issued The report, probably Jill Luria of Davidson, said the $300 billion was just for OpenAI. Everyone panicked.

The stock was at its peak. Then it dropped from 330 to 230, and now it's at 130. Because people don't trust. You can't rely on a company that's losing money. You're tying your entire future to a company that's throwing money away like crazy.