The creator is not buying Oracle stock due to high credit default swap rates and overspending on AI infrastructure without ROI, indicating a sell sentiment.
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The creator explains why they are not buying Oracle stock, citing high credit default swap rates and signif...
Jul 28, 2026
The creator explains why they are not buying Oracle stock, citing high credit default swap rates and significant capital expenditure on AI infrastructure with no apparent return on investment. They also mention trimming some risky AI positions while doubling down on others.
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ORCLsell opened Jul 28, 2026
-27.78%