$Oracle(ORCL.US) nbis earnings report is out, exceeding high expectations, but also bringing along a billion-dollar bond. Just like iren a few days ago, but the steps are still very small, steady and solid. This rebound from the bottom to a high of 40% for Wenzi, I thought Capex would limit the upside, which aligns with Wall Street's "don't release the eagle until you see the rabbit" approach. I will wait patiently, pendulum effect.
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