$Vertiv Holdings LLC(VRT)$ $Bloom Energy Corp(BE)$ $Western Digital(WDC)$
$Oracle(ORCL)$ $Broadcom(AVGO)$ same thing. If someone guarantees they're buying 500 cookies from you with plans to buy 2,000 more, would you say demand is dead? No. For Oracle specifically, cloud growth was all that mattered, and both Azure and Google Cloud were exceptional.
The TPU partnership with Oracle OCI was the cherry on top. Does Oracle care about Search or YouTube Ads? The market panics first and reprices later. It's just a matter of staying in the trade long enough for the repricing. I'm in all of the above names.
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