Oracle sentiment improving; viewed as potentially bottoming out, but no position held.

Oracle, I called a bottom on this around like I don't know 133 or so, which wasn't like the dead bottom because before that it went down even lower.

Okay. Then I've got the or I think people are going to get blown away when they see Oracle actually bottomed. Now, I called for a bottom around the 130s. It did get lower than that.

Like I called for a bottom around this line, just under this line right here. And before this, it did go lower, but I didn't like it over here. So, in fairness, I didn't like it at 114.

I kind of am starting to grow on Oracle a little bit. I don't own any, but I I'm like I'm not as I'm not as disgusted as I used to be.

Now could that also pick up companies like Oracle and uh some of the software plays? I think so.

right around Oracle earnings on 911 I killed the data center bag holder thesis and that's when I called for around that peak fear time a data centers finding their bottom and actually enabling the hardware 2.0 rally that was back at the beginning like second week well September 11th so second or so week of um of September and if you look back at the data center place where we are relative to then so go back over here September 11th was right here on SpaceX 147 straight up from there we played this Oracle is still bobbing around where was September 11th September 11th was this red day right here.

This is when the earnings it came out somewhere right around here when the earnings came out. So, this was in my opinion a bottom marker for Oracle. We're still at the bottom. So, we haven't come off of that, but it was a signal to the other plays as well.