X @Anthony Pompliano 🌪
Anthony Pompliano 🌪·2025-12-13 16:22
RT Jordi Visser (@jvisserlabs)ORCL is down 32% for the quarter and their CDS is blowing out. Powell is focused on labor weakness and a Blackwell bottleneck leaves an AI ROIC gap for 2026. How does BTC win as large cap growth next year. Pomp and I cover it all this week. ...