$Oracle(ORCL)$ Oracle just landed a $400 million federal contract for HR modernization, with a clear AI focus. I'd be pretty happy if the stock gets to $300 next year.

$Oracle(ORCL)$ The key thing to watch is when Oracle's four massive cloud data centers currently under construction will be completed and when they start converting backlog into actual cash flow. Once even one of these data centers is finished and operating at full capacity, cash flow could quickly turn from negative to positive — and that is when both Oracle's valuation and stock price could take off. $Palantir Technologies Inc.(PLTR)$ 

$Palantir Technologies Inc.(PLTR)$ Sold covered calls expiring in mid-2027 at the $230–$240 strikes and collected $110,000 in premium. $Oracle(ORCL)$ 

$Palantir Technologies Inc.(PLTR)$ 10k shares is printing like it's nothing. Hahah. $Oracle(ORCL)$ 

My Roth account is in good shape, so I did some buying today. I added to $Paramount Skydance Corp(PSKY)$ , $Oracle(ORCL)$ , $Webull Corp(BULL)$ , and MSTR.

$Oracle(ORCL)$ Oracle dropped from $250 and handed the market a 55% discount in just two months. I honestly have a hard time understanding why anyone would be selling here, or even shorting it. Institutions seem to be accumulating, but a lot of retail investors are grabbing 5% gains and rushing for the exits. Others are finally getting their money back after months of pain and immediately dumping their shares. Looking two or three years ahead, once Oracle's hyperscale AI data centers are fully built and running at full capacity, they could turn into powerful cash-generating assets. If that pushes annual revenue past $100 billion, I think a stock price around $500 is within the realm of possibility (2028-2030).

Not every mature company is done growing. The best businesses can find a second engine just when the market starts writing them off. $Oracle(ORCL)$  is a good example — years of enterprise infrastructure built a solid foundation, and now cloud and AI demand is opening up a new growth path. The real question is whether this next chapter can be as meaningful as the first one.

I'm watching $Oracle(ORCL)$  and $Reddit(RDDT)$  pretty closely right now. $Oracle(ORCL)$  has taken a beating lately as people start questioning whether its AI infrastructure spending will really pay off, while $Reddit(RDDT)$  is getting hit with concerns that AI might hurt traffic growth. In both cases, it feels like the market might be getting too caught up in short-term uncertainty and overlooking the longer-term opportunity.

$Oracle(ORCL)$  Looks like whales and institutions were buying in during the afternoon session.

$Oracle(ORCL)$  $Palantir Technologies Inc.(PLTR)$ Hoping MSFT and META can add some fuel to this rally after the close.

$Oracle(ORCL)$ If ORCL can't manage a close above $125, it's hard to see it as anything but a complete dud at this point.

$Palantir Technologies Inc.(PLTR)$ $Oracle(ORCL)$  Feels like the bear camp just picked up a fresh wave of recruits. It's not only the longtime bears anymore — seems like everyone who got stopped out has probably joined them. Wouldn't be surprised if bearish posts get even more common from here. It's an interesting phenomenon though. When bearish posts completely overwhelm bullish ones, that usually means sentiment has gotten extremely one-sided, and that's often around the time trends start reversing.

$Nokia Oyj(NOK)$  Feels like it might have turned the corner here. 9 looked like a clear support level, and the selling pressure doesn't seem as heavy as it usually does.

$Nokia Oyj(NOK)$ The stock feels oversold at this point. There are basically no real sellers left, and the price action seems to be just flowing with algos and the broader market. For me, this looks like a solid time to add to a position or start a new one.

$Nokia Oyj(NOK)$ Nokia short interest dropped by roughly 10 million shares between the June 30 and July 15 reports, from 59.69 million down to 49.95 million. That brings the short float down from 1.07% to 0.89%, with days to cover sitting at just 0.45 based on average daily volume around 110.88 million shares. The positioning shift over that two-week window is hard to ignore.

$Nokia Oyj(NOK)$ Insiders bought over 160,000 shares at an average price near $9 on Friday. Even with the stock down roughly 50% from its highs, they're still showing confidence after Nokia posted 100%+ AI revenue growth. The average analyst price target sits around $18.50, which implies more than 100% upside from current levels.

$Nokia Oyj(NOK)$ Nokia remains an interesting long-term turnaround story. I own a small position and like the direction management is taking the business. The latest results give me more confidence that the strategy is starting to translate financially, but this isn't a short-term trade. A lot of the investments Nokia is making right now will take time to show up in the numbers. For me, the opportunity comes down to whether the next three to five years can prove the transformation is actually working.

$Nokia Oyj(NOK)$ Finally seeing some green, which feels like a decent sign the bottom might be in. US trading has been dragging Nokia down for several sessions in a row now. I still don't really get who's behind this or why there's such persistent pressure on the stock. A big part of it is probably the broader AI stock bubble deflating. AI is the future, and quality AI plays like Nokia should recover before too long.

$Nokia Oyj(NOK)$ Insiders seem to know what's coming. AI isn't the only arms race — 5G and 6G are critical to national security for the US and EU. If China wins the RAN race, PCL could be used to track western aircraft. Iykyk. This might be one of the most important stocks heading into the 2030s.

$Oracle(ORCL)$ Waiting to see if Larry and Trump drop something major.