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1741 points meetpateltech | 1 comments | 05 Dec 25 12:21 UTC | HN request time: 0s | source
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jodrellblank ◴[05 Dec 25 17:50 UTC] No.46164701[source]▶
Off topic, but I am boggled that Larry Ellison came back to “richest man in the world” this year.

For all the enormous Reach of Facebook adverts, Apple, Microsoft breadth of products, Tesla and SpaceX and Twitter, Amazon’s massive cloud dominance, the AI boom for nVidia…

Oracle?!

“On September 10, 2025, Ellison was briefly the wealthiest person in the world, with an estimated net worth of US$393 billion.

In June 2020, Ellison was reported to be the seventh-wealthiest person in the world, with a net worth of $66.8 billion”

- https://en.wikipedia.org/wiki/Larry_Ellison

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1. adventured ◴[05 Dec 25 18:56 UTC] No.46165634[source]▶
It's a combination of the over-valuation of Oracle - popping on the late stage of the AI bubble - and Ellison owning so much of Oracle.

Even after the recent drop, Oracle is trading for ~33 times last four quarters operating income. With their meh growth rate, fair value is closer to half that. Except we're in an AI bubble. Oracle is riding the tail of the AI bubble just as they popped to the moon toward the end of the dotcom bubble. Oracle will contract afterward accordingly. The stock probably won't see this era's highs again for another 20 years, if ever.