$Oracle(ORCL)$ It's the same setup, just a different stock this time.
The market's fear about capital expenditures is driving the move, similar to what happened with META. Investors tend to dislike spending until it actually translates into visible growth.
The current chatter and volatility feel like a shakeout. If the underlying investment thesis remains valid, this is typically the phase where less committed holders get shaken out.
The opportunity often lies in buying when there's fear, not when the headlines are positive.
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