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What "massive strategic missteps"? They continue to attract cloud customers coming from Amazon, Google and Microsoft.


They massively over committed to data center deals with debt. Safra leaving is also a big deal. Look at the stock price since she left.


Stock went down 50% in six months. If LE's AI bet is wrong, then they'll have to find some way to pay off the $60B in new debt.


Citations?


I used Google Gemini to confirm before I posted my comment. You're welcome to do the same.


“I used AI to confirm what I said” is not exactly the great comeback you think it is…


It went down 48%, I checked with my eyes instead of going through a hallucination layer.

Edit: sorry- thought this was about the stock price, not about picking up stragglers in cloud computing. I’m gonna contradict Gemini and say that’s bullshit marketing


It wasn't a comeback, it was a truthful answer to your question.


I will wait for Netcraft to confirm.




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