$Oracle(ORCL.US)Context: Concerns over artificial intelligence debt have recently eased following market volatility and …
$Oracle(ORCL.US)
Context: Concerns over artificial intelligence debt have recently eased following market volatility and the absence of expected bond announcements. Major tech companies like Alphabet and Amazon face upcoming quarterly earnings and capital expenditure updates that will test credit market sentiment. Despite elevated debt issuance and negative free cash flows, analysts emphasize that hyperscalers maintain strong underlying credit profiles and liquidity.
My Trade: I added during the dips to lower my average. At this point, I'm taking small gains to slowly bring back my cost.
Takeaway: This is still the long game, no shortcuts, just being patient and building on small wins. @Captain's Treasure
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