$Oracle(ORCL.US) Oracle's earnings report this quarter was a bombshell. After-hours down 10%—absolutely stunned. Their cloud business isn't taking off, yet they're slamming down $15 billion in CapEx. Feels like they're doubling down on AI with teeth gritted. Honestly, this move seems wild. For a legacy giant to go all-in like this, not sure if it's a desperate Hail Mary or if they’ve got a real ace up their sleeve. Just averaged down and got buried immediately. Makes you wonder… is this how big the bets are in the U.S. market now?
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