That guy is blanking moron. Capex spending in 2027 is doubling. The market

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jdkhokie

goes up and it goes down. I currently got 55% leverage in AI in one account. I lost 10% last 2 days meh there may be a rotation but it will come back sooner rather than later. Very smart people like Ellison are not laying off employees to free cash to afford the hyperscale. When you get a a good vibe that interest rates will lower sink everything you have in ORCL and the others. ** Edited by jdkhokie at 7/2/2026, 7:36:57 PM

Posted: 07/02/2026 at 07:34 PM ET

(In response to this post by MrBayAreaHokie)

Thread Replies (9)

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Sobering take on AI bubble -- MrBayAreaHokie Jul 02, 2026 at 07:17 PM ET

MrBayAreaHokie • 07/02/26 07:17 PM ET

Ed Zitron -----> -- VTVOICE Jul 03, 2026 at 09:20 AM ET

VTVOICE • 07/03/26 09:20 AM ET

yes, a critic -- MrBayAreaHokie Jul 03, 2026 at 09:57 AM ET

MrBayAreaHokie • 07/03/26 09:57 AM ET

That guy is blanking moron. Capex spending in 2027 is doubling. The market ◄ -- jdkhokie Jul 02, 2026 at 07:34 PM ET

jdkhokie • 07/02/26 07:34 PM ET

is the money coming in through -- MrBayAreaHokie Jul 02, 2026 at 07:51 PM ET

MrBayAreaHokie • 07/02/26 07:51 PM ET

I use AI everyday at my job and for stock analysis like you. Fable 5 is -- jdkhokie Jul 02, 2026 at 09:33 PM ET

jdkhokie • 07/02/26 09:33 PM ET

i use it every day too -- MrBayAreaHokie Jul 02, 2026 at 11:15 PM ET

MrBayAreaHokie • 07/02/26 11:15 PM ET

ORCL stills pays the dividend -- turkeywinghokie Jul 02, 2026 at 08:40 PM ET

turkeywinghokie • 07/02/26 08:40 PM ET

Can't we just ask AI if there is an AI bubble?** -- Coach McGuirk Jul 02, 2026 at 07:25 PM ET

Coach McGuirk • 07/02/26 07:25 PM ET

Okay, based on the thread above ----> -- VTVOICE Jul 03, 2026 at 09:43 AM ET

VTVOICE • 07/03/26 09:43 AM ET