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.

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.

显示更多

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.

显示更多

转发到社区