Sizemore Investment Letter

Sizemore Investment Letter

Was Oracle the Canary in the Coalmine for AI?

All of America's leading tech stocks are dangerously interconnected

Charles Sizemore's avatar
Charles Sizemore
Oct 08, 2025
∙ Paid

Well, that’s not how this story is supposed to go…

Oracle (ORCL) rattled Wall Street on Tuesday when it reported that its AI businesses weren’t actually all that profitable. (Remember, this is the same Oracle that saw its share price explode 40% higher in a single day last month on optimism over AI-related cloud revenues.)

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