$Oracle(ORCL)$ Fear is what's driving this right now. Short manipulation and hedge fund pressure are part of it. AI slowing down because they're adding safety measures, guardrails, and a kill switch doesn't mean the massive data center buildout is going away. AI isn't stopping. Data center demand will keep climbing. China isn't slowing down either, and the US has to stay ahead. The Bloom Energy fuel cells for grid management cut emissions by 90%, and the closed loop water system should ease environmental concerns. Around 170 million shares traded Thursday, Friday, and today, mostly between $152 and $167, and it's still in line with the August average. Low risk for high reward from where I stand. The numbers crushed last quarter. Capex is necessary to scale, especially with customers now paying for their hardware. Great company. One week it's a software apocalypse, the next week it's an AI apocalypse. The manipulation is real, and so are Oracle's production numbers. I'm hanging in there and not listening to the negative noise. It's just noise.
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