


$Oracle(ORCL.US) Awesome, got hit 😭 I thought about buying both last night, but I was just too stingy about the cost. The expectation was a rise or fall of 7-8 points, so it wouldn't make much money to gamble like this. Really, you can't make an omelet without breaking eggs.

$ORCL 250912 205 Put(ORCL250912P205000.US) Bought one, just gambling. The reason is that Oracle is not purely AI. The AI concept is driven by equipment leasing, somewhat similar to CRCW. Its core business is solid, but the capital market doesn't focus on that. Every company's capital expenditure is so high, the AI trend might have peaked. Without an earnings report that exceeds expectations, it can only fall. Of course, if it rises, it doesn't matter—just a small loss for a learning experience.
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