Everyone's breathless over Oracle's 30% moonshot and Burry bottom-fishing software, but this AI transformation theater reeks of desperate late-cycle pivoting. Take $CRM: in annual revenue propped up by a 0.9x debt-to-equity ratio — basically a leveraged SaaS zombie dressed up as the next growth darling. When even the contrarian gods are scooping "bargain" software trading at 23x P/E, that's your cue that the actual smart money already bolted for the exits.

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