Creator sentiment
7 creators · 7 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Trading at one of the strongest support levels in his system, down ~65% from highs, with historical full recovery within 12-18 months (~200% upside).
- +Huge AI cloud backlog of $664 billion in signed contracts (~9 years of revenue) and AI cloud revenue growing 121% last quarter.
- +Old database/apps business has a strong moat with high switching costs and steady cash flow.
- +Technically a beautiful trade setup with low downside if it holds above $100.
- +The Microsoft contract runoff is old news and partly FUD; Oracle says renewed GPU capacity is reselling at a 20% premium.
- +Demand for OCI AI infrastructure remains strong, including for earlier-generation GPUs.
- +Investor day guidance shows free cash flow positive in H2 2028 and no need to raise more capital, debunking the bankruptcy thesis.
- +Debt maturities are well spread out with most due after 2031 at low interest rates, so the balance sheet is manageable.
The bear case
- −Missed the rebound as Microsoft reportedly no longer wants to rent its AI cloud capacity.
- −Creator calls it the clearest short he's ever seen, though he didn't act on it.
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Trading at one of the strongest support levels in his system, down ~65% from highs, with historical full recovery within 12-18 months (~200% upside). · Huge AI cloud backlog of $664 billion in signed contracts (~9 years of revenue) and AI cloud revenue growing 121% last quarter. · Old database/apps business has a strong moat with high switching costs and steady cash flow. · Technically a beautiful trade setup with low downside if it holds above $100.
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Missed the rebound as Microsoft reportedly no longer wants to rent its AI cloud capacity. · Creator calls it the clearest short he's ever seen, though he didn't act on it.
