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← @garethsoloway

$ORCL

BEARISH2025-10-08
Price around the call
↓ 2025-10-08
By horizon✓ hit-19.4%
1d
✗ +1.4%
5d
✗ +7.0%
21d
✓ -19.4%
Original post
Gareth Soloway · 2025-10-08

The $ORCL news yesterday was a wake-up call on the AI trade. Not every company will be a winner. Oracle lost $100M on their data center rental from $NVDA, as margins were much lower than expected. Yet the narrative is every company will make a fortune....

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