“A 60% crash sets up the bottom in Oracle as its 82 year old founder swings for the fences on AI, owning 40% with almost no shares left to trade.”
“in the entire AI space, Oracle is the only company, uh, that is basically levering up really aggressively and pulling all negative returns into the present and pushing all future returns into the— or all exponential returns into the future.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.