Anthony Scilipoti
๐ค SpeakerAppearances Over Time
Podcast Appearances
And so that is, that I think is also causing big swings.
Like, you know, we're looking at on a daily basis during earnings season, stocks move faster.
Like it used to be one or 2%.
Now we're looking at 20% moves in a day.
Oracle move 20%.
That was like on, I don't recall the exact number, but that move, those were valuations of entire companies.
It is almost 40%.
So you think about that and yet we're in a period of AI.
We're in a period where there are drones.
Now, for Oracle's business, drones might not help.
But think about Lululemon.
Drones looking at what's being sold, where traffic is.
You have access and you can buy access to credit card data.
You can talk to suppliers.
There's all these expert networks that you can talk to, like individuals working in the industry or used to work in the industry.
They'll give you all this information.
inside but not inside type information and so yet all of that is happening and oracle stock price moves 40 on news and we have access to in better and supposedly better information than we've ever had how does that make any sense if we had better information then you know what stock prices on news would hardly move everybody would already have known it'd be fully priced in correct
So therein lies the interesting point where they think that AI is going to beat us as investors.
I say bring it.
It's all good.