Brett (Chit Chat Stocks Podcast)
ccm-brett.bsky.social
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👤 Joined on 13 February 2026
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- 13 Şub 2026, 18:15
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Trend line is perfect, actually
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Oracle is pouring tens of billions of dollars into: Building new AI‑ready data centers Expanding cloud worldwide, buying huge GPU AI clusters. Supporting major customers like OpenAI, Meta and Nvidia. What will be the result of this big spend?
Show PostP/S only looks cheap if the take rate holds. Wise lives on cross-border volume and the spread it skims — if volume's still compounding you're paying less for the same engine, but if competition is bleeding that spread, 4.7 isn't cheap, it's fair.
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Surprising, but I think 2021 was metaverse bubble so makes sense
Show PostI enjoy their weekly power hour covering what happened this week, as well as in depth company episodes
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