alt Hacker NewsWhat "massive strategic missteps"? They continue to attract cloud customers coming from Amazon, Google and Microsoft.
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AptSeagull • today at 3:27 PM
Stock went down 50% in six months. If LE's AI bet is wrong, then they'll have to find some way to pay off the $60B in new debt.
They massively over committed to data center deals with debt. Safra leaving is also a big deal. Look at the stock price since she left.