"White-haired Stock God" Serenity: "Big Short" GPU Depreciation Thesis Gets Debunked, Oracle Renewal Price Up 20%
Source：
x.com
Serenity, dubbed the "white-haired stock guru," posted on X that a detail from Oracle's (ORCL) earnings report is favorable for Nebius (NBIS) and IREN (IREN). Oracle stated that all GPU compute capacity from renewed contracts has been resold at prices 20% higher than prior agreements, with the majority of the related hardware already in operation for over four years. Serenity noted that this further refutes short-seller Michael Burry's thesis on the rapid depreciation of GPUs, while simultaneously benefiting NVIDIA (NVDA) and the Neocloud computing sector.
