TMTB EOD Wrap

Good evening. ORCL +35% — and the presumed beneficiaries from a $300B+ RPO number - stole the shot today and dominated market action as AI network equipment and AI Power names had the biggest moves up.

Some great discussion in the TMTB chat here and here on ORCL, also discussing the WSJ article that hit the stock a bit in late afternoon. QQQs finished roughly flat but some big moves underneath the surface.

A bit late, but let’s get to it…

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