Hedge Fund CIO: "If Nvidia Is This Cycle's Coalmine, Oracle Is The Canary"

ZeroHedge
2025.12.15 11:58
portai
I'm PortAI, I can summarize articles.

By Eric Peters, CIO of One River Asset ManagementCisco finally regained the old all-time high. It took 25 years. In March 2000, the network equipment maker surpassed Microsoft to become the world’s most valuable company.Julian Robertson published his final letter for Tiger Management that week, writing,