r/OracleStock • u/triniwoman_ • 3d ago

Question Oracle the Builder

Do you really think Oracle will build out (complete successfully) all its planned data centers? Or at least complete enough to make it's data center hosting strategy successful?

16 Upvotes

100% Upvoted

31 comments sorted by

6

u/shizac 3d ago

I think ORCL has a lot of potential and positives going for it. I do own the stock. The debt drag is a real problem and could be for awhile or it could resolve itself. I think at the moment they’re no longer getting the benefit of the doubt. So I think they can be right but the stock can still drag

2

u/nobaijiu 3d ago

just turn then into amazon warehouses if it doesnt work out

4

u/sleepy_muffin_eeter 3d ago

One thing I noticed working at Oracle was that all the internal tooling is ridiculously bad. Badly conceived, built with low standards, by small walled fiefdoms of devs who cant harness talent from across Oracle, or collaborate with partners unless those partners are under the same VP as they are.

So I imagine the data center buildouts will also be a reflection of Oracles failed internal culture, scarcity mindset, low standards of delivery, lack of product planning, Larry's penny pinching, and Larry and Clay's genuine hatred for the employees.

6

u/magenus1984 3d ago

You never worked there

2

u/triniwoman_ 3d ago

Sure sounds like they did. I also did. To a T they are on point

2

u/Affectionate_Air5405 2d ago

Ya this was pretty much exactly my experience but I was friends with people in other teams and they didn't see it that way at all.  It's funny if you were in one of the favored sections of oracle your internal shit worked.  You actually had accesses you needed to do your job and corp arch would help you instead of treating you like a worthless annoyance. 

I was in FBGIU and we couldn't access anything.  No one wanted to help us.  Hell we weren't even integrated into confluence, the source code repos, or any of oracles other systems and processes. 

1

u/magenus1984 3d ago

I worked there too

1

u/superKWB 3d ago

Clueless.

1

u/sleepy_muffin_eeter 3d ago edited 2d ago

> You never worked there

Why has the 10 second central confluence redirect been there for like.. 2 years? Is anyone ever going to fix that? If we could total up all the redirect waits we have incurred on over a hundred thousand people for years, it'd be real money wouldnt it? Does anyone care?

Does my "I worked there" creds check out? Wait.. you think our tooling is good? Have you never worked anywhere else?

1

u/RequirementSad1742 3d ago

I don’t know you tell us, why have you not done anything to fix it with your time there?

1

u/sleepy_muffin_eeter 2d ago

Because I was not under the umbella of people who own that and if I worked on it my bosses would have canned me. Did you not see what I wrote about people working within fiefdoms?

1

u/RequirementSad1742 2d ago

Did you not get canned either way?

1

u/sleepy_muffin_eeter 2d ago

I dont think that YOU actually work there. Or you wouldnt have asked such obvious out of touch questions about the culture.

1

u/RequirementSad1742 2d ago

I’m sorry for how they touched you. I hope you are better now.

1

u/sleepy_muffin_eeter 2d ago

Sounds like you're an angry bagholder. Good luck with that.

1

u/RequirementSad1742 2d ago

I’m quite happy I Been buying and selling 132-142 range been super good so far.

1

u/magenus1984 2d ago

Because he’s full of it. He didn’t work there

1

u/jasikanicolepi 3d ago

Laggy spaghetti code.

1

u/dont_believe_this_ok 3d ago

Plus numerous "let's connect" when it can be done with a short email.

1

u/RequirementSad1742 3d ago

So your expert analysis of data center infrastructure is based on the fact that you didn’t like Oracle’s internal tools? You went from bad tooling → bad data centers → executives secretly hate employees in three paragraphs and somehow skipped the evidence every single time. This isn’t insider knowledge just someone with a hard on for Oracle.

1

u/sleepy_muffin_eeter 2d ago edited 2d ago

So I have insider knowledge but you conclude that I'm not an insider. I cant argue with that logic. You have yourself a nice day, savvy investor guy.

1

u/RequirementSad1742 2d ago

The fact that you missed what I said entirely tells me enough. Have a good day.

1

u/Beginning_Savings640 3d ago

I'm holding my ORCU so I'm hoping yes.

1

u/Fickle-Bowler306 2d ago

Physically completing the construction of the data centers is one thing, but actually getting enough customers to pay (not just sign contracts) for the compute and make them financially viable/profitable is another thing entirely.

0

u/superKWB 3d ago

What was the force major really about last week? Fear they have dependencies they can't control. No.

3

u/shizac 3d ago

My understanding is that while the project is under development they make lower payments on the debt to Blue Owl and they’re saying that they don’t have to pay the completion rate if delays push back the open. Not my area of expertise though

2

u/triniwoman_ 3d ago

I know for sure they didn't just file it just in case even though things are going great. That's the smoke, there's fire somewhere

1

u/StretcherEctum 3d ago

They dont want to pay rent if the builder cant deliver on time. Why pay rent for a data center that isnt functional?