Alpesh B Patel OBEManaging Partner (UK), RootBridge Capital · Asset Management. Great Investments Programme. 18 Books, Bloomberg TV alum & FT Columnist, BBC Paper Reviewer; Fmr Visiting Fellow, Oxford Uni. Multi-TEDx. UK Govt Dealmaker. alpeshpatel.com/links Pro

Stock Market Inefficiency: Oracle's 26% Surge Explained #shorts

10 Jun 2026 · 1 min

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1:09

In this short market commentary, the speaker rejects sector‑betting and instead advocates focusing on individual companies. He reviews the past week’s biggest movers—Broadcom (+14%), Micron (+18%), Oracle (+26%) and a decline in Alphabet—using these examples to illustrate how the market can be both irrational and inefficient. The 26% jump in Oracle’s price within a single week is highlighted as a clear sign that pricing mechanisms are flawed. Despite such volatility, the speaker stresses a long‑term investment horizon, setting broad, multi‑year goalposts rather than trying to predict short‑term sector performance.

Chapters

Financials to some extent. Okay, you can see on the bubbles. Now we don't bet on bubbles. Energy's been doing well. Why? Because tech, because they've been buying data centers. We don't bet on which of these are going to move up the most sectors rather. We don't bet on sectors. We look at the individual companies and we focus on those. The past week roughly has looked like this. Broadcom had shot up 14%. Actually, so today it's flat on the week, right? Micron was up at 18%. Who's been some of the big movers over the week? Oracle. It's nuts. The market is not only not rational, but the market's not very efficient. If something gets priced up 26% in a week, imagine in any other business you'd say, well, do you guys know what the hell you're doing? How the hell are you pricing something incorrectly so badly that in just the space of one week it had to be repriced up 26%? That suggests the pricing mechanism's pretty shit. So not only is the market not rational, if you want to put it in those terms, but it's not very efficient either. The only thing is we didn't know this would be the week Oracle would go up. What we knew is over a big goalpost, a year, 2 years. We want to hold this. That was it. We make our goals very big and broad as well. As well. Okay. Alphabet's down over the week.