Hook

Their other posts in the index, biggest breakout first.
your thoughts on Oracle right now and some of these other mega cap hyperscalers on whether you think they'll recover or if this is a time to be getting out of these names. Oracle has been my number one bearer sock for 2026. Oracle Stock Performance We had that big rally from 140 to 240. And I was highly skeptical of that. And here we are now at a new 52-week low. So Oracle has made a major bet, $300 billion bet on OpenAI. So they're building capacity to sell to OpenAI. Well, guess what? OpenAI just postponed their potential IPO from 2026 to 2027. Why? Because they're losing money and they want a trillion dollar valuation. Well, they're not going to get it. And that means that Oracle has made a big bet on a horse that's starting to fade. I think Oracle is not a buy-the-dip opportunity. I think it's what we used to call catching a javelin. It's really difficult to do that and stay healthy. And I wouldn't go near Oracle.