ORCLE is a leveraged @OpenAI bet. It is going to continue to reprice lower along with other leveraged AI trades. "Blue Owl Capital (OWL) will not proceed with backing a planned $10B, 1-gigawatt Oracle (ORCL) data center in Michigan intended to serve OpenAI after negotiations stalled amid concerns over Oracle’s rising debt and AI spending" https://www.ft.com/content/84c147a4-aabb-4243-8298-11fabf1022a3(CryptoCondom)