急跌就买暴涨必卖怕啥
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The 5-year Credit Default Swap (CDS) spread for Oracle ($ORCL) has recently surged rapidly, breaking through the 120–130 basis points range.
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$Leverage Shares 2X Long CRWV Daily ETF (CRWG.US)$ The rounded bottom pattern, classic! The performance continues, and it hasn't reached its peak yet. What a thrill!
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急跌就买暴涨必卖怕啥
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$CoreWeave (CRWV.US)$ It was worth it to add positions at 66 and 68, which brought my average cost down from 110 to 83.
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$CoreWeave (CRWV.US)$ I said that soon many people will be scrambling to buy.
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急跌就买暴涨必卖怕啥
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$Oracle (ORCL.US)$Wait for 400😉
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急跌就买暴涨必卖怕啥
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$Oracle (ORCL.US)$ The adjustment has ended; it's time to buy.
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$Oracle (ORCL.US)$ I've bought enough; there are no more bullets left. Soon, a lot of people will be scrambling to buy.
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急跌就买暴涨必卖怕啥
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急跌就买暴涨必卖怕啥
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$Oracle (ORCL.US)$ ORCL has dropped rapidly during this period, primarily not due to issues with its business operations but rather because of its overly aggressive expansion. The company is currently investing heavily in building data centers, with capital expenditures far exceeding its current revenue scale, prompting the market to apply a 'risk discount' initially.
Additionally, its tight association with OpenAI implies that if future AI demand worth hundreds of billions of dollars becomes highly reliant on a single client, the market will factor in such concentration risk, leading to short-term pressure on the stock price. However, this does not signify negative sentiment; it simply reflects the market's repricing process.
If AI demand continues to stabilize, ORCL’s capacity expansion is outpacing AMZN, MSFT, and GOOG, positioning it to benefit even more rapidly next year. The current decline is driven more by sentiment and liquidity pressures rather than fundamental deterioration. Once the market gains greater confidence in AI demand, this stock has significant rebound potential.
Additionally, its tight association with OpenAI implies that if future AI demand worth hundreds of billions of dollars becomes highly reliant on a single client, the market will factor in such concentration risk, leading to short-term pressure on the stock price. However, this does not signify negative sentiment; it simply reflects the market's repricing process.
If AI demand continues to stabilize, ORCL’s capacity expansion is outpacing AMZN, MSFT, and GOOG, positioning it to benefit even more rapidly next year. The current decline is driven more by sentiment and liquidity pressures rather than fundamental deterioration. Once the market gains greater confidence in AI demand, this stock has significant rebound potential.
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急跌就买暴涨必卖怕啥 : At what level of CDS spread does it become truly dangerous? Doesn’t the company’s management understand? What is the use of having so many financial experts? Do you know better than they do?
Good news does not necessarily lead to a rise in stock prices, and bad news does not always result in a fall. The one thing that never lies is price. Major players manipulate markets by driving prices up to sell and pushing them down to buy.