Zitron predicted the downfall of Oracle as someone mentioned below. He also predicted that the overhyped data center construction plans (Project Stargate, repeated vague Nvidia pledges) would not materialize.
If he got MSFT's cloud revenue growth wrong for this year, how much of that is selling shovels to OpenAI and how much is circular?
If he got MSFT's cloud revenue growth wrong for this year, how much of that is selling shovels to OpenAI and how much is circular?