3X Long Labubu(@labubu_trader):LMAO, seems like ORCL saved the long-end bond rate. Slower data center development means less supply of AI bonds, thus less competition on the long-end Treasury. If the market trades the midterm election, seems like what happened just now is how things would move.

3X Long Labubu

@labubu_trader

Labubu long term investor/bag holder. Trading as a hobby. All of my tweets are just my personal opinions. Not financial advice. No telegram/discord/whatsapp!

参加 July 2009

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3X Long Labubu@labubu_trader

2026.09.24 13:22

LMAO, seems like ORCL saved the long-end bond rate. Slower data center development means less supply of AI bonds, thus less competition on the long-end Treasury. If the market trades the midterm election, seems like what happened just now is how things would move.

The Kobeissi Letter@KobeissiLetter

2026.09.24 12:43

BREAKING: Oracle stock, $ORCL, falls -5% after declaring "force majeure" on a massive data center being built in New Mexico. Oracle has reportedly made the move in order to shield itself from rapidly rising expenses on the project.