Sir im going to have to confiscate your ^penis. Gotta be 6 inches to ride this hog

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Look, we need OpenAI to hog 40% of the world's RAM supply so people can churn out videos with Mickey drunk driving into a Taco Bell with Sora, our collective financial future depends on this [https://thewaltdisneycompany.com/disney-openai-sora-agreement/](https://thewaltdisneycompany.com/disney-openai-sora-agreement/)

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Next week is a huge gamble. Long puts in the 160-180 range are a much safer play imo. It seems like the only reason we're talking about ORCL is because of the pump to $340 a couple months ago, as well as some insane institutional fair value quotes. Realistically, ORCL has a huge customer base with their existing SaaS portfolio, so they could either a) focus on building that out (slow steady growth), b) go whole hog into cloud and AI which could lose legacy customers (imminent failure or speculative explosion), or c) invest in finding the happy medium (interim drop in share price but back to current highs after 3-6 mos). Given the state of the market, I think credit lenders would prefer ORCL explore option a) with option c) being on the table if market volatility remains low given rate cuts. TL;DR - this is the ultimate "sell the news" stock right now. Larry and his boys shouldn't be making headlines. Institutions aren't fucking with that. If you see his face on TV, buy the puts.

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Have a giant hog leg

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