Premium: The Hater’s Guide To Oracle (Part 2)

Zitron Squeeze · Jul 25, 2026 · 7m

Oracle's story right now sounds simple if you only read the hype: huge AI demand, huge data centers, huge future. The harder question is whether the business underneath that story is actually getting stronger, or whether scale is masking fragility.

The baseline problem

Free cash flow and what changed

The AI GPU spending surge

The OpenAI contract question

Cerner and the margin mix

Accounting and the story management problem

Source:

Ed Zitron's Where's Your Ed At — Premium: The Hater’s Guide To Oracle (Part 2)

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