Smci orcl theory?

Probably nothing, but on April 23rd orcl canceled their $1.4b smci contract. That same day wbd shareholders approved the $111b paramount merger, a deal ellison personally guaranteed $40b of using 1.2b orcl shares as collateral. Official reason for the smci drop was the co-founder indictment, which is valid as well. Just found the date overlap curious given how much orcl stock price matters to ellison right now.