What are your thoughts on $ORCL at the current price amid the 30k layoffs, the company positioning itself heavily to take advantage of Al, and the massive increase in capex to fund that shift?

It seems like they're clearly reallocating resources from labor into infrastructure, betting that Al/cloud demand will justify the spend, but that also raises questions around near-term margins and cash flow.

Do you view this more as a necessary transition to stay competitive with hyperscalers, or as $ORCL taking on too much execution and financial risk at this stage? And how are you thinking about valuation now that it's less of a stable cash flow story and more of an Al-driven growth bet?