Oracle is not currently considered screaming value despite a discount, though Wall Street sees significant upside.
Source Post
Everyone’s Panicking… But I’m Buying
Feb 24, 2026
The creator discusses a broad market sell-off driven by AI disruption fears and a hypothetical 'doomsday' blog post, noting a shift in market breadth and hedge fund positioning. Nvidia's upcoming earnings are highlighted as a critical catalyst for market stability.
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Tickers discussed in this post
Visa is severely undervalued with significant upside potential and a strong margin of safety.
Workday's earnings are a key test for HR and finance software survival amid AI automation.
Snowflake reports this week and is subject to broader concerns about AI disruption in software.
Salesforce is a bellwether for enterprise software and faces scrutiny over AI disruption fears.
Microsoft's valuation is low, but its growth assumptions are tied to OpenAI demand, posing a risk if that slows.
Nvidia's upcoming earnings are critical for market stability, acting as a scoreboard for AI capex.
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Vbuy opened Feb 24, 2026
+16.71%