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$Adobe (ADBE.US)$ wah what happened why all rise you are nit rise?
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$Oracle (ORCL.US)$ This wave of volume-driven rally scared me into selling my options hedge outright... I noticed that some of the puts bought by institutions yesterday were also partially sold, so I followed suit.
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目标不工作
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$Oracle (ORCL.US)$ A company that has already been abandoned by capital. It seems there are real issues with the fundamentals. If it were just a pullback, it wouldn't look like this.
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I think we might want to go to the fundamentals, we saw market panic selling on software stocks, but are we seeing individuals and companies around the world stop using these softwares?
It definitely feels like the sky is falling when you see red across the board for eight straight sessions, but the answer whether the world is stopping to use these softwares is No, the world is not stopping the use of software.
In fact,...
It definitely feels like the sky is falling when you see red across the board for eight straight sessions, but the answer whether the world is stopping to use these softwares is No, the world is not stopping the use of software.
In fact,...
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$Defiance Daily Target 2X Long ORCL ETF (ORCX.US)$ Goodness, there is not a single sign of a rebound
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$NVIDIA (NVDA.US)$ Seeing everyone in the comment section talking about cutting losses, it's probably near the bottom
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$Oracle (ORCL.US)$ My cost is also at 280, it's heartbreaking, this is terrible,
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$Microsoft (MSFT.US)$ Listen to me, everyone. If it's time to cut losses, just do it. As long as you have your capital, there will be opportunities later. This is not a joke this time. It's a collective takedown by Wall Street. Even at a price of 200, it’s still very high.
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目标不工作 : It's different from Oracle. Its fundamentals started having issues after the application of AI took off in 2024.
目标不工作 目标不工作 : It's like the next Intel
目标不工作 飞向月球 : It's true that the situation looks bad, but the reasons for the drop are two extremes. Oracle’s cloud business and AI application capabilities are growing rapidly, but its investment is also massive, and it’s currently in a phase of aggressive expansion. On the other hand, Adobe doesn’t even have a clear direction for investment, with no growth in its core business and facing the risk of being replaced. If you had to choose, which one would you buy? Let me put it this way: Oracle could recover its losses within a year, but if Adobe’s business performance doesn’t improve, it might take ten years to see any recovery. These two companies represent two extremes—one taking such big steps that it risks tripping in the process, while the other is standing still. It’s pretty obvious which one to buy for the win.
目标不工作 飞向月球 : The market places more emphasis on expectations than on current value
目标不工作 飞向月球 : Earnings will steadily grow in line with the increase in subscription fees, but a current issue is that Adobe's subscriber numbers are declining due to applications emerging from AI companies. Additionally, this company operates in a very cutting-edge sector with low barriers to entry. The probability of a turnaround is slim, and things are likely to remain this way going forward. Application-layer software companies like this are poised to be among the first casualties under the AI wave.