KYHBKO
2025-12-16
Some of us are not waiting for the AI bubble to burst. The AI revolution is here to stay. It is the returns and expected returns that we have concerns with. There is more hope than value and investments; thus, it is concerning.
If we cannot reduce infrastructural and energy costs, it does not seem sustainable in America.
$Oracle(ORCL)$
$NVIDIA(NVDA)$
$Microsoft(MSFT)$
$Taiwan Semiconductor Manufacturing(TSM)$
Oracle +6%! Does TikTok News Change Oracle’s Fundamentals?
Oracle shares extended gains to about 6% in after-hours trading following reports that ByteDance and TikTok have signed agreements with a group of investors, including Oracle, Silver Lake, and MGX. The rebound comes after Oracle’s stock fell roughly 10% on its recent earnings release and has declined about 50% from its year-to-date high amid concerns around debt and CDS pricing. ----- How significant do you think this agreement could be for Oracle’s long-term fundamentals? After such a large drawdown, how would you approach risk management or position sizing in Oracle?
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Comments

  • Souup
    2025-12-17
    Souup

    很棒的文章，你愿意分享吗？

  • Ah_Meng
    2025-12-16
    Ah_Meng
    Agree 👍🏻
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