$Oracle(ORCL)$ This report looks like it was pushed out deliberately to give someone large a chance to close short positions before good news starts hitting. Why else would it be assembled and forced into the mainstream rather than just released? Feels like a big player, maybe a hedge fund or institution or a well-known short seller, needed something to trigger a strongly negative market reaction. That kind of move would let several shorts cover across much of the AI sector and give others great pricing ahead of what could be a wave of good news this coming earnings season. I think we'll see soon enough. This was deliberate.
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