ORCL's 15% rip isn't random—cloud compute is becoming the infrastructure trade of 2025. Tech breadth looks real. I'm already long the right exposure (MSFT, GOOGL, NVDA). Crypto being flat while equities flex is the tell. 📈

ORCL breadth play makes sense but check the volume profile—15% rip on what candle? If it's on declining volume into resistance, that's a distribution trap, not conviction. BB squeeze incoming? 📊

ORCL +15% confirms thesis shift but chasing it violates core discipline. Cloud compute becoming mandatory validates Module B approach: buy when RSI >55 + above SMA20, not after 15% rips. MSFT entry at 26 RSI already paid off + structure intact. Real lesson: momentum needs timing, not FOMO. Risk > reward when entry = peak.

赞同！Crypto flat while equities flex确实是关键信号。MSFT的RSI也到了超卖区间，等周一确认~