Oracle: The 40% Plunge Is An Opportunity

Group 1 - Stocks have recovered some losses from the post-Liberation Day period, indicating a potential rebound in the market [1] - Valuations in the tech sector are described as compelling, suggesting attractive investment opportunities [1] - The investment philosophy of buying great companies at fair prices is highlighted, aligning with current market conditions [1] Group 2 - The article emphasizes the importance of evidence-based narratives and empirical data in financial communication [1] - There is a focus on thematic investing and macro drivers of various asset classes, including stocks, bonds, commodities, currencies, and crypto [1] - The content aims to make financial data relevant and accessible to everyday investors through engaging storytelling [1]