bgwalter
2 months ago
He already uses $82 billion in stock as collateral for his borrowing:
https://www.cnbc.com/2025/09/18/larry-ellison-365-billion-fo...
This is another $40 billion guarantee. Imagine he gets a margin call if ORCL drops another 30%.
bigbuppo
2 months ago
Good thing that AI is definitely not a bubble, and if it was, that Oracle was smart enough to not be involved in any of that mess.