this post was submitted on 22 Mar 2024
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I mean, if we only take Microsoft as an example, he might be a few blocks away from the right answer.
Given what all of my clients are doing I would strongly recommend M$ as a buy and hold, and Puts on Oracle. Oracle is so lost right now.
IANAB, but I work with Oracle all the time and their arrogance coupled with how clueless they are with regards to strategy and emerging tech is going to hurt them badly.