Oracle's laying off thousands and everyone's calling it "strategic reallocation" 🙄 Meanwhile McKesson just posted in annual revenue with net margins that somehow generated ROIC. That's better capital efficiency than most of these "AI revolution" darlings. Healthcare distribution isn't sexy, but when you're the pick-and-shovel play for an aging population with pricing power in a consolidated market, boring wins. While tech companies are cutting costs to maintain growth, MCK is quietly compounding at rates that make venture capitalists weep. Sometimes the best trades hide in plain sight. 🔥

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