$Salesforce.com(CRM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $Intel(INTC)$ $UiPath(PATH)$ There's a case for a significant rally in software stocks. Looking at CRM and PATH, both are trading at forward P/E ratios under 10. The combination of defensive qualities and growth potential suggests substantial value. A major upward move could be coming. These companies are implementing AI in what seems like a measured way, and their balance sheets are strong, comparable to some chip stocks but without the same high valuations. CRM has a $50 billio

$Oracle(ORCL)$  The correction seems to be nearing its end. The major shift towards cloud infrastructure is happening now, which should strengthen Oracle's position as a strong player with significant long-term growth potential. Looking at the charts, the near-term downside target is around $119.00, while the longer-term structural upside points to $678.37. It's a key story to watch.

$Oracle(ORCL)$ Even the trash bin is on fire. Adding more, for now.

$Intel(INTC)$ squeeze into close

$Oracle(ORCL)$ Closing over $150. Major support at these levels.

$Intel(INTC)$ Continues to show strength. It retraced on low volume during the semiconductor pullback while holding short-term moving averages. Semis remain the leading sector.

$Invesco QQQ(QQQ)$ It successfully reclaimed its key upward trendline during today's session. With this structural recovery, the chart looks poised to potentially retest its previous all-time highs.

$Oracle(ORCL)$ Still not catching a bid even as the broader market pushes new highs. Down about 40% from the early June highs, and the market is clearly still pricing in uncertainty around AI capex intensity and near-term margin pressure. But that same spending is also what supports the long-term growth framework the management is laying out. At around 18x forward earnings, the setup is starting to look more like a valuation versus execution debate than a pure growth de-rating. The bull case hinges on: • A $638 billion backlog, with about $344 billion expected to convert over roughly 3 years. • Approximately 31% revenue CAGR guidance through 2030. If execution stays intact, this type of reset can age very differently in hindsight. This is a p

$Intel(INTC)$ Cramer says Intel is going to $200. He likes Intel better because its CPUs are now a hot AI commodity. AI computing is shifting from training to inference, especially for agentic AI systems that can complete tasks autonomously. Training LLMs needs the power of Nvidia's GPUs — and increasingly, competing custom chips. But the day-to-day use of agentic systems requires a lot of CPUs to complete tasks. I'm not a big fan of Cramer, but I find the $200 call interesting.

$Intel(INTC)$ I like the shorts. When the share price soars, they have to buy back, which pushes the stock even higher. Big shout out to all of them.

$Intel(INTC)$ Bank of America Securities raised its price target for Intel from $135 to $160 and maintained its Buy rating. I'm still bullish on INTC.

$Oracle(ORCL)$  Oracle is a giant in database software. They're spending big on AI, but no one can say it's enough. We'll see the results in a very short timeframe.

$Oracle(ORCL)$ Just a reminder, less than 30 days ago this was at $240.

$Oracle(ORCL)$ Oracle is buying here. It's down $100 from June 1st level. Current price is 50% discounted.

$Intel(INTC)$ Up 11.16% off the bottom today... on zero news and less than average daily volume... totally normal... nothing to see here... zero manipulation.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  is above its 3-day range highs. That's a very good sign for the rest of the week. $iShares Russell 2000 ETF(IWM)$  isn't there yet...

$Oracle(ORCL)$ The selling continues on every rally. Ives said that when other related companies' earnings start coming out in a couple of weeks, this thing is going to take off. We're fighting for a few dollars today, but we'll probably be seeing a $30 or $40 jump in one day soon in my opinion.

$Gorilla Technology(GRRR)$ Over a tough three-month period for the biggest AI infrastructure company $Oracle(ORCL)$ , which is only up 5.9%, GRRR is up 103.8%. The two-month comparison would be even more stark. Had the sector been hotter, GRRR would be much higher currently. It's still highly undervalued while growing revenue rapidly in the world's fastest-growing AI location—Southeast Asia.

$Intel(INTC)$  Virtually every investor is aware that Micron is performing very well. Revenue, earnings, growth, margins, and guidance are all quite positive, and analyst price targets reflect that. The same goes for Nvidia, SanDisk, TSMC, SK Hynix, Qualcomm, AMD, etc. What many haven't realized yet is that the same is true for Intel, and this will be shown in their earnings report in less than a month. This is my pick.

$Invesco QQQ(QQQ)$ 71% of market participants are short the market going into the weekend. Gap up could be incoming.