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in postLONG
“short term I can't really be cautious memory, short oil, and bullish 5.6/Fable and not be positive ORCL”
@ContrarianCurse · SuspendedCap
If you're cautious memory and bullish MSFT AI, you logically can't be bearish ORCL — the same AI infra wave lifts Oracle
ORCLLONG@ $146.35
$128.31-12.32%
since call Jun 28
“bullish 5.6/Fable”
@ContrarianCurse · SuspendedCap
GPT-5.6 broader rollout imminent and Fable game studio debut make MSFT a near-term catalyst play
MSFTLONG@ $379.50
$472.74+24.57%
since call Jun 28
peak +24.6%
“short term I can't really be cautious memory, short oil, and bullish 5.6/Fable and not be positive ORCL”
@ContrarianCurse · SuspendedCap
Near-term caution on AI memory semis points to downside for the memory chip basket
DRAMSHORT@ $72.31
$50.80+29.74%
since call Jun 28
peak +37.8%
in postSHORT
“short oil”
@ContrarianCurse · SuspendedCap
Author is explicitly short oil near-term, expecting crude prices to fall
WTISHORT@ $107.10
$87.94+17.89%
since call Jun 28
peak +26.5%
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