randomname4325

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  1. Here’s the clean “short thesis” on Oracle (ORCL), with the biggest swing factors and near-term catalyst checks. The bear case in 8 bullets Valuation looks frothy vs peers. After the post-earnings melt-up, ORCL trades…

  2. Curious if anyone has had a WOW moment. I couldn't find any post/videos on X/linkedin/reddit that was positive noteworthy...