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June 7, 2026
The projected capex spend for 2026, 2027, 20282025: $410b2026: $800b2027: $1.1T2028: $1.2-1.4TThe bear case for ORCL or any company dependent on OpenAI is funding at OpenAI, doubting the veracity of their claims. The other bear case for the market, presently, is the coming flood of trillion dollar IPOs. By coming public, the funding issues at...
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