Median analyst estimates for ORCL capex over FY 2026, 2027, and 2028 (note: all ending May of the calendar year) are UP this month; 2027 (so the year ending 12 months ending May 2027) is up 20% in December! This is pretty wild and shows the limits of relying on analysts.
https://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp&cid=bafkreiakp4uxeerefumvlpyvehfa2kxvnv2f6dljzg74ekd7cb5fyehcc4
George Pearkes
npub17e…lcjtk
2025-12-17 19:32:36 UTC
Author Public Key
npub17ezzsmuxkxdxjyncscceac66trws6xu7k3nz32harw2cvulrst2salcjtkSeen on
wss://relay.momostr.pinkPublished at
2025-12-17 19:32:36 UTCEvent JSON
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"content": "Median analyst estimates for ORCL capex over FY 2026, 2027, and 2028 (note: all ending May of the calendar year) are UP this month; 2027 (so the year ending 12 months ending May 2027) is up 20% in December! This is pretty wild and shows the limits of relying on analysts.\nhttps://amanita.us-east.host.bsky.network/xrpc/com.atproto.sync.getBlob?did=did:plc:pnx2fjuannbdpy3337ggthpp\u0026cid=bafkreiakp4uxeerefumvlpyvehfa2kxvnv2f6dljzg74ekd7cb5fyehcc4\n",
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