$Oracle(ORCL)$ Looking at the revenue and profit growth trajectory over the last 3 years, this should be way over $200.

$Oracle(ORCL)$  I respect Michael Burry and his skepticism, but his view that AI demand will dry up or that GPU replacement costs aren't factored into financial models feels like a pretty naive read on how tech firms have historically made upfront investments, weathered negative cash flows as markets mature, and then built massive moats — Amazon, Google, Meta, Microsoft, and others come to mind. Financially, Oracle's big bet might look like pushing all its chips in, but the CFO and executives running the company, along with the teams at Microsoft and Amazon, see real ROI and a financial model backed by a massive, real backlog of demand. That gives them confidence that their capital expansion will translate into

$SpaceX(SPCX)$ The real question is when SPCX will be ready to acquire TSLA. We know the purchased company tends to go up, but this one feels a bit odd because Elon is involved. Go figure.

$SpaceX(SPCX)$ $Tesla Motors(TSLA)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ Insiders and early investors are holding their shares.

$Oracle(ORCL)$  Looking at the levels and a possible bottom pattern here. I'm long $Defiance Daily Target 2X Long ORCL ETF(ORCX)$ , got in from 15, and it's now at 21.7. I'd like to hang on a while longer.

$Palantir Technologies Inc.(PLTR)$ A rational short would have cut the loss at the open. Anyone who has been adding to a losing short position all day is playing with fire now. $Oracle(ORCL)$ 

$Oracle(ORCL)$ The first target is at $141.8, which is an untested zone. I plan to close half of the last position that I entered below $115.6, though my overall average is higher since the initial entry was at $129.5. The weekly chart, as I posted on Friday, had a bullish catalyst, so it should eventually go higher. The attached charts show the resistance levels.

$Tesla Motors(TSLA)$ Nio At an 80 percent BaaS adoption rate, every new vehicle delivered becomes a compounding, multi-year cash annuity. BaaS is Battery as a Service. The chart tracks the compounding monthly recurring revenue, or MRR, generated solely by the new 2026 vehicle cohort as they enter the fleet, assuming linear monthly deliveries.

$Oracle(ORCL)$ I’d honestly rather see shorts keep piling in. If Wall Street eventually decides to push this toward $300, anyone who overstays on the short side could end up in serious trouble. We need fuel.

$Tesla Motors(TSLA)$  Bearish sentiment eventually gets proven wrong, and those who buy deep dips and accumulate heavily end up doing well. It can feel daunting at times, but the pattern holds up more often than not. I wouldn't bet against Elon Musk.

$Oracle(ORCL)$ Microsoft cloud growth is looking pretty interesting right now. Is anyone else paying attention to this?

$Oracle(ORCL)$ Short interest has moved up to 2.9% of float now. As far back as I can scroll, the previous peak I can find was 2.3% of float back in July 2021.

$Oracle(ORCL)$  If it can hold at this level and close above $135 by the end of the week, we will be...

$Oracle(ORCL)$ That looked like a final shakeout to clear out weak hands and swing traders. From here, I think there's a path to ride this toward $300. Price targets from reputable analysts range from $300 to $400. I plan to just sit on my hands and hold until we get there.

The fastest path to long-term wealth is accumulating great companies when the market gives you a discount. $Oracle(ORCL)$  is a $260 stock trading at $120. $Rocket Lab USA, Inc.(RKLB)$  is a $120 stock trading at $67. $Atlassian Corporation PLC(TEAM)$  is a $180 stock trading at $81. $Netflix(NFLX)$  is a $100 stock trading at $68. Great businesses at attractive prices are where patience can pay off. I'm looking to focus on names that are setting up in strong groups.

$Oracle(ORCL)$ The $Alphabet(GOOGL)$  earnings are a solid, indisputable proof that the cloud computing business is absolutely booming. Oracle is the leader in the data center cloud computing business.

$Gorilla Technology(GRRR)$ $Oracle(ORCL)$  Over the past five years, Google has consistently been one of the top three most successful companies. They're investing in AI infrastructure capex as aggressively as possible and have stated they want to do even more. So, either Google has suddenly lost its mind, or Oracle and others are making the right moves. The recent sell-off in Oracle seems completely overdone.

$Oracle(ORCL)$ It's generally not a great idea to bet against the company that pioneered the entire industry. No risk means no reward, and Larry seems to understand that principle very well.

$Oracle(ORCL)$  It seems like the shorts have had their run. Now the pressure is coming the other way.

$Tesla Motors(TSLA)$  A shred of better-than-expected news on robotaxi or Optimus, and this could shoot up 30% in a week. Earnings are on Wednesday.