$HUT
$ORCL As UBS planted its “Buy” rating and $250 price target firmly on the table, the market was trembling amid noise about AI demand peaking. The scene was eerily reminiscent of the old man who built up $310,000 in gains through monthly investments back in 1996—when everyone was questioning whether “the internet was a bubble.” The real signal has always been in the valuation: 13 times 2027 non-GAAP earnings, 12 times adjusted forward earnings. That’s not a bubble’s price tag; it’s a discount zone after panic-driven selling. Dow futures wavered after the midterms, and NVDA and its peers were tossed around by sentiment, yet UBS chose this moment to say that “concerns about supply and demand are overblown.” History never repeats itself exactly, but those betting that “this time is different” often forget: when BTC can still rally 2.97% in a single day to $80,408, the market is never short on liquidity—it’s only short on people brave enough to find their way through the fog. Do you think this is a signal or noise?
$ORCL As UBS planted its “Buy” rating and $250 price target firmly on the table, the market was trembling amid noise about AI demand peaking. The scene was eerily reminiscent of the old man who built up $310,000 in gains through monthly investments back in 1996—when everyone was questioning whether “the internet was a bubble.” The real signal has always been in the valuation: 13 times 2027 non-GAAP earnings, 12 times adjusted forward earnings. That’s not a bubble’s price tag; it’s a discount zone after panic-driven selling. Dow futures wavered after the midterms, and NVDA and its peers were tossed around by sentiment, yet UBS chose this moment to say that “concerns about supply and demand are overblown.” History never repeats itself exactly, but those betting that “this time is different” often forget: when BTC can still rally 2.97% in a single day to $80,408, the market is never short on liquidity—it’s only short on people brave enough to find their way through the fog. Do you think this is a signal or noise?
