Buy ORCL by Oct 22, 2026.

Been slowly adding to positions in $ORCL and $VST while everyone else is panic selling, and honestly the bear case here feels really stretched. The whole "AI capex is reckless" narrative keeps getting louder but the actual data tells a different story. Power grids are still behind demand, chips are still constrained. Companies aren't building ahead of the curve, they're playing catch-up every few years just to keep up with what's already being consumed. That's not overcapacity, that's a supply …