Nvidia-CoreWeave Deal Signals Red Flag for Oracle's AI Claims

The Reddit post suggests that while Oracle has been 'pumping their stock' based on future AI demand, Nvidia's actual deal with CoreWeave highlights real-time AI infrastructure deployment. This implies Oracle's current AI-driven revenue may not be as robust as its projections, potentially making it a bearish target. This perspective suggests a possible short opportunity for Oracle ($ORCL) or an increased long position in companies demonstrating concrete AI infrastructure deals (like Nvidia or its partners). Investors should scrutinize Oracle's current AI revenue metrics versus its guidance.