What podcasts say about Jackson Ader
Every statement, with the speaker, the exact quote and the moment it was said.
What Jackson Ader has said on podcasts
6 statements · 2 positive · 4 negative
Oracle now trades like a higher-duration neocloud and is more rate-sensitive than in recent years.
“Oracle trades like more of a neocloud, and it trades with higher duration and higher sensitivity to rates than it has in a number of years.”
Open the episode · AI Trade Faces a Reality Check 10/14/26Listen at 4:24
OCI will comprise about half of Oracle revenue by fiscal 2027.
“We predict that by the end of their fiscal 2027, it's going to be about half of the company's revenue.”
Open the episode · AI Trade Faces a Reality Check 10/14/26Listen at 4:59
Oracle is expected to remain free-cash-flow negative for many years.
“we're talking about going negative free cash flow for many years.”
Open the episode · AI Trade Faces a Reality Check 10/14/26Listen at 5:20
Oracle below $150 offers a steep discount to either OCI or traditional software.
“if the stock price is below $150, we feel like you're getting either the OCI business or their traditional software, their application and database business for a steep discount.”
Open the episode · AI Trade Faces a Reality Check 10/14/26Listen at 7:14
Reduced customer prepayments would hurt both fringe and core neocloud providers.
“if we see a continued deterioration in large customers being willing to or being forced to prepay large portions of their contracts then yeah that is going to hurt the fringes certainly of the neocloud trade but also the core of the neocloud trade.”
Open the episode · AI Trade Faces a Reality Check 10/14/26Listen at 9:14
The most indebted neocloud companies have the worst stock performance.
“the companies that are taking on the most debt in the neocloud trade are seeing the worst performance in their stock price.”
Open the episode · AI Trade Faces a Reality Check 10/14/26Listen at 9:34
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.