$NVIDIA(NVDA.US) Oracle's revenue slightly missed expectations. Although the growth rate of cloud/AI-related businesses is still fast, order reserves continue to pile up, and AI demand hasn't cooled off yet, the previous hype was too excessive, so it's time to squeeze out some bubbles, dragging down the entire AI semiconductor sector. In the long run, the demand for AI infrastructure is not a problem. The previous surge was too sharp, and squeezing out the bubbles is good. If it can reach a cheap price level, it would also be a great opportunity for long-term positioning.