$Oracle(ORCL)$ Betting against Oracle feels like betting against the US, which is still the most powerful nation in the world. America is going to win the AI race, and Oracle will be the dominant AI force.

Goldman's framework on hyperscaler AI revenue versus capex is worth picking apart. They set the breakeven bar at $308B annual AI revenue based on average 2026-2027 capex, with higher ROIC targets pushing that requirement to $417B, $526B, and $636B at 10%, 15%, and 20% respectively. The issue is their baseline treats GenAI spend as an isolated product line rather than a platform-wide re-acceleration driver across core cloud services. Cloud revenue growth for $Amazon.com(AMZN)$  $Alphabet(GOOGL)$  $Microsoft(MSFT)$  and $Oracle(ORCL)$  accelerated from +25% in 2024 to +48% in 2Q26. Current AI/cloud rev

Good day to add some names at a discount. Picked up $Ford(F)$ , MEGA.X, $Oracle(ORCL)$ , and $Tilray Inc.(TLRY)$  for the portfolio.

$Oracle(ORCL)$ By the time most people check the market, futures could be up 1% or more, while oil is down 5% or more on a strong dollar. If the gold selloff is any indicator, commodities and inflation expectations could come down significantly.

$Oracle(ORCL)$  ORCL is at an attractive price right now. I've been following ORCL and CRM lately and noticed a pattern: CRM and ORCL tend to move in opposite directions. Based on what I've seen, ORCL has been declining while CRM has been rising. The trend will probably reverse soon. JMHO.

$Tesla Motors(TSLA)$ At some point, Tesla could capture 25% of the global semi market. High oil prices and the return of EV subsidies are just additional tailwinds.

$Oracle(ORCL)$  Green coming in for NBIS. 150 plus? A squeeze can happen when no one expects it.

$Oracle(ORCL)$  In retrospect, this created new longs and strengthened current long positions, especially for those who were able to take advantage of the dip around $133. Shorts had a good opportunity on the way down, but waiting for $120 or less starts to look greedy. Bulls make money, bears make money, pigs get slaughtered. Just my humble opinion.

$Oracle(ORCL)$ Fun fact: GPT-6 Astra was trained at Oracle's Stargate facility in Texas using more than 100,000 GPUs. It was OpenAI's largest training run to date.

$Oracle(ORCL)$  They seem to be doing everything they can to keep this under $150. This should easily be trading at or near $200. It feels like there's some heavy pressure holding it back.

$Oracle(ORCL)$  Plenty of overly emotional reactions in the comments. This is a 200+ stock with potential to reach 250+. Know what you own.

$Oracle(ORCL)$ I've seen a lot of people on X and elsewhere ripping the Jupiter project financing. It's comical how many people don't understand how real estate development works. Almost every developer keeps the development company separate from the overall business and creates a separate entity. Why? Because real estate and land development is the riskiest part of the process. So if the development company or project fails, it doesn't affect the overall business.

$Oracle(ORCL)$ Massive layoffs are about cutting costs and trimming fat. A leaner company should mean better profits, and the outlook looks brighter with less debt and a steady stream of new contracts. Patience is needed here.

$Oracle(ORCL)$  Oracle and OpenAI Sign $300 Billion Cloud Deal

$Oracle(ORCL)$ $APPLIED DIGITAL CORP(APLD)$ If stricter controls end up stifling open-source AI, the compute demand should shift heavily toward the big closed-source players like OpenAI, Anthropic, Microsoft, Google, and Meta. Those giants are the main enterprise clients for ORCL and APLD, so their core tenant base stays financially strong and locked into long-term infrastructure leases.

$Oracle(ORCL)$ Larry is king again. Shorts are toast. The setup looks like the MRNA-style breakout, and there could be decent upside from here. Oracle Corporation (ORCL) seems primed to put short sellers under real pressure, with a Moderna-style gamma trap setup that could drive a sharp single-day move toward $215.00, which would be +43% from the $150.28 close.

$GoPro(GPRO)$ green candle party at GoPro

$Oracle(ORCL)$ If I know Larry Ellison the way I think I do, he's going to make sure this thing has one hell of a story on the conference call.

$Oracle(ORCL)$ Before earnings, the algorithms can push the price around however they like. After earnings, I think we see it above $190.

$Oracle(ORCL)$  Honestly, I wish I had more cash on the sidelines. It seems pretty clear this one is going to fly.