Why this matters:
• Oracle reflects real enterprise AI usage, not just chip demand • Markets are priced for near-perfect growth • Even “good but not great” guidance could trigger an AI pullback • A strong beat = next leg up for AI stocks • Weak cloud growth = valuation reset risk
Nvidia shows AI supply. Oracle shows AI demand.
This is a volatility event, not just an earnings report.
✅ Breakout → momentum continues ❌ Rejection → short-term AI top
AI’s next chapter may be decided by Oracle.
💬 Bullish confirmation or reality check — what’s your view?
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