---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000896156.md"
description: "For me, $Oracle(ORCL.US) is a great example of macro versus fundamentals. ORCL dropped over 5% on hot PPI and rising yields, but then jumped after earnings showed 121% cloud infrastructure growth and RPO of $664B. AI demand clearly remains strong.I am still watching the 10-year yield closely as it approaches 5%. I remain constructive on AI, but I prefer accumulating quality names on pullbacks rather than chasing strength.$Taiwan Semiconductor(TSM.US)’s 53.3% revenue growth also reinforces my view that AI demand remains strong. Now I am watching CPI and the Fed closely, while keeping some cash ready for opportunities."
datetime: "2026-09-11T16:05:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000896156.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000896156.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000896156.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# For me, $Oracle(ORCL.US) is a great example of mac…


### Related Stocks

- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**