Sell ORCL by Nov 1, 2026.

I think we can all agree an AI bubble exists, as for when that will be debated until it happens. I think a possibly strong indicator to track is the bps for AI CDS. As there is no official AI CDS, what I have resorted too is the five-year credit default swap spread, or CDS, of major AI-linked companies (MSFT, AMZN, GOOGL, META, ORCL, NVDA, AVGO). If the bps breaks the media of 150 or average of 200 we can …