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Not really. It just had a huge surge exactly one year ago. Oracle is also heavily in healthcare software and losing market share to Epic.
All of the big AI trades had a huge surge in the last year, orcl is vulnerable because of how leveraged it is.
Also, Ellison sucks
Ellison over leveraged himself using oracle stocks and then oracle also went and over leveraged themselves. However kedrosky says that there’s a good chance the bond markets will be the harbinger, and while I’m not following closely it does seem that there’s rumbling there.
Dammit, I was trying to use bonds to ride out the AI bubble (╯°□°）╯︵ ┻━┻
Same. And I can use my mattress because of inflation.
We can only hope