$Oracle(ORCL.US) near 124, a 52-week low, down about 33% on the month on AI-spend-return worries. and today's TSMC capex scare is the exact same anxiety, the market suddenly cares whether all this AI investment pays off. Oracle's cloud revenue was up 47% so the growth is real, but the multiple compression is brutal. i'm watching, not catching, because a stock making new lows on a sector-wide fear can keep making them. no knife-catching.
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