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“Oracle is rocketing from a fifth of Microsoft's size to bigger than it by end of 2027, picking up the single-customer data-center deals Microsoft walked away from at 35% margins.”
Source
Dwarkesh PodcastYouTube“Satya Nadella – How Microsoft thinks about AGI”55:32
“But like Oracle is going from like 1/5 your size to bigger than you by end of 2027. And while it's not a Microsoft-level quality of return on invested capital, right, they're still making 35% gross margins, right?”
Performance
Entry$227.02
Current—
Since call— pending
Confidence72%
How this was scored
Entry$227.02Nov 12, 2025 · 17:02 UTC · paste.trade
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.