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Jack of All Trades: SKORE 12.10.2025

Oracle Sell reflects catastrophic capital intensity shock ($50B capex, $248B leases, negative $10B FCF) and unsustainable debt ($124B, CDS at 2009 levels) overwhelming $523B RPO growth—OpenAI concentration ($300B+ single customer) plus margin compression (77% to 49%).

Jack of All Trades: SKORE 12.10.2025
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