Katrina Dudley
Head of Digital Assets, Franklin Templeton
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Short
Jun 11
$178.60
-12.7%
The market is no longer blindly rewarding AI spending announcements; it now demands clear return criteria and profitability metrics. Oracle’s stock fell after reporting capex that was significantly higher than expected, and until the company can demonstrate a payoff, the negative reaction will likely continue. ORCL is a casualty of the new 'show me the returns' regime.
AI/Semi
Long
Apr 14
$12.11
+10.8%
Airline pricing discipline has improved, with high ticket prices and full planes, and the proposed United-American merger would further increase pricing discipline, which is positive for the industry. Consumers are resilient and not overly impacted by higher oil prices.
Other
Long
Apr 14
$26.44
+3.1%
Airline pricing discipline has improved, with high ticket prices and full planes, and the proposed United-American merger would further increase pricing discipline, which is positive for the industry. Consumers are resilient and not overly impacted by higher oil prices.
Other
Long
Apr 14
$97.83
+5.1%
Airline pricing discipline has improved, with high ticket prices and full planes, and the proposed United-American merger would further increase pricing discipline, which is positive for the industry. Consumers are resilient and not overly impacted by higher oil prices.
Other
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Katrina Dudley has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: ORCL, AAL, JETS.