Oracle's Role in AI Growth

I don't think Oracle sets up particularly great. Anything that they announce will just incremental to stuff that, listen, all of these companies have been integrating machine learning and generative AI. I'd be hitting the sell button as soon as they start talking about it. When IBM does it, remember their whole blockchain commercial with that tomato that goes around the world? That's when you know this thing is long into two. No, the tag ends on this trade list. We are in a moment where these stocks, people are paying indiscriminate prices. They're not particularly worried about it. And I think we'll see more of those type of legacy names have similar type of moves.

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