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REDDIT

Oracle is giving me 2023 META vibes

N
Dec 28, 2025 · 09:53

In 2022 META dropped 75% seemingly having misallocated massive CAPEX on an overhyped tech (VR). Then it rallied 750% in 2023-2025.

Oracle seems to be equally punished for a bad foray into AI, but their core business is probabpy as robust as ever. I'll definitely be keeping an eye on it in the next bear market.