$Oracle(ORCL.US)

HSBC says the market is filling in the blanks without concrete information. Pricing in risks before anything is even implemented is an overly fearful reaction. Yes, the numbers look massive and execution will be difficult, but the AI game has been running for years and has already pushed through plenty of setbacks one by one. A rational mindset is to “cross the river by feeling the stones.” Until more evidence emerges, it’s better to proceed cautiously and stick to the plan rather than panic.