2025-12-26 15:27:39

Tech stock headwinds intensifying: Oracle shares sliding toward their worst quarterly performance since 2001, as incoming leadership grapples with investor skepticism over AI infrastructure spending. The situation highlights growing concerns about whether massive capital deployment into AI buildout will justify current valuations—a narrative that's reverberating across markets. When legacy tech giants struggle with execution and market confidence in the AI supercycle wobbles, it signals shifting investor sentiment. This broader macro pressure creates ripple effects throughout risk assets, including digital currencies, as capital flows become more defensive. Worth monitoring closely as a bellwether for how the market is pricing long-term tech growth stories.

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LiquidationKing

· 5h ago

Oracle's recent performance really disappointed, and the AI boom has indeed cooled down. It's uncertain whether the AI infrastructure spending can be recouped; retail investors need to be cautious. Even the big companies can't hold up, and our crypto circle still has to endure more setbacks. This time, we really need to watch closely; it feels like the entire tech sector is a bit fragile. An Oracle crash hints that the market trend might be shifting; stay defensive.

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MetaverseLandlady

· 5h ago

Oracle is about to fail again, and this time I'm really a bit worried. That AI hype can't fool people anymore; it's time to wake up. Big companies can't hold on anymore, and the crypto world is even worse... With such aggressive AI investments, where's the return? Question mark. Let's wait and see who survives the longest in this wave.

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DegenWhisperer

· 5h ago

Oracle is really struggling this time, are AI concept stocks also starting to deleverage?

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AirdropSweaterFan

· 6h ago

orACLE this wave is really disappointing, is the AI bubble starting to burst? --- Big companies can't hold on anymore, how much longer can the crypto world last? --- Can the money spent on AI infrastructure be recouped? The market has no confidence. --- It hasn't been this bad since 2001, what does that mean? It's time to be cautious. --- Capital is on defense, and next it will be our turn. --- Just by looking at Oracle, you can guess what will happen next, feeling a bit uneasy. --- The AI supercycle trend has faded, and risk assets will suffer along with it. --- The new leadership team coming to power at this time is really the wrong timing. --- Investors no longer believe in the value of AI infrastructure, that’s the core issue. --- Tech giants that can't keep up with the pace will be eliminated sooner or later, just watch.

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RektCoaster

· 6h ago

Oracle is once again disappointing, the AI bubble is probably about to peak --- Big companies are all starting to collapse. How much longer will this AI money-burning phase last before it becomes profitable? --- Damn, Oracle's performance, no wonder the crypto world is also getting hammered --- Can such heavy investment in AI infrastructure really pay off? Feels like another round of cutting the leeks --- Legacy tech is finished, it's time to rethink AI investment strategies --- Institutions are fleeing, it should have been obvious earlier --- The AI supercycle is broken, and risk assets are all suffering --- With Oracle's Waterloo like this, who else can save the market next? --- Capital flow is shifting to defensive assets, small investors are truly at a loss --- Look at how many projects are still hyping AI, it's hilarious

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CoffeeOnChain