I'm all for giant green bull c\*cks everywhere, but it has to be based off real, sustainable growth... not this fucking circular fairy dust, while the bottom 65% are getting fucked six ways to sunday. We need to return to reality, and resume growth from more realistic valuations.
edit: My biggest sticking point is that there is pretty much zero power generation / transmission capacity being built out relative to the amount of compute, data and power draw thats being built out; we're headed for a power wall. Keep in mind that even if congress and other legislatures worked with perfect speed, you're looking at 8-12 years minimum to get a nuclear power plant from shovel in ground to powering a center, and we are doing almost nothing in that respect..., lmao solar and wind projects, even ones fucking 80% to completion are being cancelled out of spite...
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.