Fallacy Alarm

Fallacy Alarm

What the heck is going on with Oracle?

It doesn't matter whether you care about this stock or not. The news coming out of it are a must-know for anyone interested in financial markets or the economy in general.

Rene Bruentrup's avatar
Rene Bruentrup
Sep 14, 2025
∙ Paid
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TLDR Summary

  • Oracle is on a mission to rival the Big Three cloud providers and its cloud ambitions are part of a theme that will determine GDP growth in the US and globally as a whole. They are guiding for a 10x revenue increase in cloud computing in just four years which would transform Oracle Cloud from a nobody with 3% market share to a leading player…

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