$Oracle(ORCL)$ will keep disappointing. I hear a lot of institutions say they like the company but not the debt. Many will stay out until it can produce enough revenue to offset the capex.
At least with $NEBIUS(NBIS)$ the dip seems to get bought faster than other names in the sector. Hyperscalers in general are risky business. $Alphabet(GOOG)$ looks ready to break out. It looks prime and nobody is saying a word about it.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
