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Every time Nvidia releases a new chip it unintentionally accelerates the depreciation of Oracle's collateral. Oracle is in no-win situation

BEARISH by u/JosieA3672 | Jun 02, 2026 | 1↑ 0 comments | 34 views | VIEW ON REDDIT

$ORCL$NVDA

$ORCL ORACLE CORPORATION TECHNOLOGY EQUITY SIMULATION

$152.94

-8.70 (-5.38%)

LAST PRICE · 15 MIN DELAY

DAY CHG -5.38%

5D CHG +4.93%

30D CHG +27.41%

$NVDA NVIDIA CORPORATION TECHNOLOGY EQUITY SIMULATION

$218.36

-5.30 (-2.37%)

LAST PRICE · 15 MIN DELAY

DAY CHG -2.37%

5D CHG -2.70%

30D CHG +4.60%

AI SUMMARY — Oracle faces a structural problem where each new Nvidia chip release accelerates depreciation of its $40B chip investment, creating a collateral crisis for its data center financing. The company is trapped in a no-win situation as rapid AI chip obsolescence undermines the value of assets backing its debt.

TICKER	ORCL	USER	u/JosieA3672
RATING	BEARISH	ENTRY	$225.78
POSITION	22 sh SYN	BOOK VAL	$4967.16
CURRENT	$152.94	P&L %	-32.26%
CURR VAL	$3364.68	P&L $	-1602.48

TICKER	NVDA	USER	u/JosieA3672
RATING	BEARISH	ENTRY	$224.36
POSITION	22 sh SYN	BOOK VAL	$4935.92
CURRENT	$218.36	P&L %	-2.67%
CURR VAL	$4803.92	P&L $	-132.00

I made a diagram of the data center financing chain. The grey spine is the lease chain. Oracle is by far the weakest link because they spent 40 billion on chips that are now obsolescent and depreciating even more on every Nvidia release.