$Amazon.com(AMZN)$ The latest setup shows a strong reaction higher from the blue box area, which let longs secure risk-free positions. The structure still favors continuation as long as the pivot holds.

$Oracle(ORCL)$ Once it gets past that 148 wall, I don't think it's stopping until 175.

$Amazon.com(AMZN)$  Looking at a hypothetical scenario where Amazon acquires MercadoLibre for $250 billion, making it one of the largest M&A deals ever. The proposed structure is that MELI shareholders could choose between 18 shares of AMZN for every 1 MELI share, or $5,000 cash per MELI share. MercadoLibre seems like one of the most strategic assets out there — its dominance in Latin American commerce, payments, and logistics combined with Amazon's global scale, AWS, and capital could create an ecosystem that doesn't really exist in the Americas right now. It sounds crazy, but the biggest deals usually do before they happen.

$Oracle(ORCL)$ The 135/140 reclaim was exactly what I wanted to see. Now price is pressing into the 150 zone, and this is the real test. There's horizontal resistance sitting here, plus anchored VWAP from the 250 highs. A lot of trapped buyers from the selloff are back around breakeven, so supply needs to get absorbed. Clear 150 and hold it, and the 170s come into play. If it pulls back, 140 is first support. The 133/135 reclaim zone is the line in the sand.

Bill Ackman has done it again with his timing. Back in 2022, he was pointing to $Alphabet(GOOGL)$  around $90, and it's up about 300% since then. Earlier in 2025, he was watching $Amazon.com(AMZN)$  near $170, and that's gained roughly 65% from there. Now his attention seems to be on $Uber(UBER)$  around $70.75. He has a track record of spotting quality businesses when the market is underestimating their long-term potential. The real question is whether $Uber(UBER)$  turns into the next one. Great companies tend to create the biggest opportunities when most investors are focused on short-term noise.

$Cerebras Systems(CBRS)$ If AI is the future, and inference is the future of AI, and Cerebras is the future of inference, then Cerebras is the future — Socrates would observe.

$Churchill Capital Corp XI(CCXI)$ If humanoid robots actually become the next major AI wave, could today's valuation end up looking cheap? Agility is one of the few U.S. pure-play humanoid robotics companies with real-world deployment. Current market cap sits around $888M. For context, private peers are valued much higher. Figure AI around $39B, Boston Dynamics around $20B, Apptronik around $6B, and Tesla Optimus is backed by a $1.3T company. The main difference here is that this isn't just a concept. Agility's Digit robots are already operating in $Amazon.com(AMZN)$  warehouses with $300M+ in orders. Merger expectations may already be partly reflected in the price, but the bigger debate is real

$Amazon.com(AMZN)$  Bezos has been unloading around 4 billion since yesterday. I'm sure his ex is dumping even more. These two always manage to kill Amazon's momentum. It'll probably start moving up once the selling is over.

$Oracle(ORCL)$  Sellers feel non-existent here. It looks more like a cooling-off period, letting the RSI reset after the rally before round two. The cloud and data center numbers from the mega caps were phenomenal, and this is the growth leader in that sector.

$Amazon.com(AMZN)$ When you compare Uber to its peers, the valuation actually looks fairly reasonable — especially now that the company is profitable and generating strong free cash flow. Uber stands out with its scale, multiple revenue streams, and improving margins across rides, delivery, freight, and advertising. Meanwhile, names like DoorDash, Airbnb, Booking Holdings, Lyft, and Amazon all carry different growth profiles and valuation premiums. The interesting part: Uber generates significantly more revenue and cash flow than many of its peers, yet trades at a lower valuation multiple. DoorDash and Airbnb command higher premiums because investors are paying for future growth. It makes me wonder — is Uber being undervalued as it transition

$Palantir Technologies Inc.(PLTR)$ 170Could happen either this week or next week. $Oracle(ORCL)$ 

$Palantir Technologies Inc.(PLTR)$ I never short a stock that is breaking out. Never. Never. The trend is your friend. I don't try to fight institutional money. If I want to short, I'd wait for a much more extended move. Around $230 would offer far better risk/reward than betting against momentum here. $Oracle(ORCL)$ 

$Amazon.com(AMZN)$ This would be sitting around $300 with the broader market move if it weren't for the announced sale. The funny part is the sale changes nothing about the actual business. Only idiots dump on insider sales like this, he probably just wants some cash for a new house or a yacht.

Morgan Stanley: "60%+ of enterprises use open-weight models as part of their stack." The key takeaway is that open models are not replacing the AI ecosystem — they are expanding it. Many enterprises are adopting open-weight models for specific use cases where speed, security, customization, and frequent deployment matter. The AI race is becoming more diversified: $NVIDIA(NVDA)$  — powering the compute layer $Microsoft(MSFT)$  — enterprise AI adoption $Alphabet(GOOGL)$  — models, cloud, and AI infrastructure $Amazon.com(AMZN)$  — scalable cloud AI services $Meta

$Rum Group Inc(RUM)$ $Oracle(ORCL)$  $Reddit(RDDT)$ Market cap sits at $2.6 billion, and the Northern Data acquisition is projected to bring in upward of $3 billion in revenue from cloud GPU and power sales. Still, not a single Wall Street analyst is covering this yet. It feels like this should already be a $10 billion-plus company.

$Oracle(ORCL)$ Wall Street can play with short-term sentiment however they want, but they know exactly what Oracle could become. A conservative $1.5T market cap by 2030 looks well within reach if OCI and AI infrastructure keep executing.

$Oracle(ORCL)$ Traditional market theory says you buy early-stage growth, ride the expansion, and exit once the business model matures. But exceptional compounders break that standard lifecycle. Some mature enterprise titans manage to unlock secondary growth engines that reignite top-line acceleration. Oracle is a good example here. By shifting from legacy database architecture into high-performance cloud infrastructure and specialized AI hosting, it pivoted from a mature software incumbent into a primary beneficiary of the modern compute buildout.

$Oracle(ORCL)$  It's getting interesting now that the $115 support zone is holding. Buyers are stepping in, and the recent options activity suggests some traders are positioning for a breakout. I'm watching $132–$133 closely — a clean reclaim there could put the stock back on track for a move higher.

$Oracle(ORCL)$ And just like that, the price is already at $129.50. I think we could see $250 by year-end.

I think $Oracle(ORCL)$  has a path to $500 by 2030. In a more bullish scenario, $600 isn't out of the question. Let's revisit this in a few years. Once Oracle's four hyperscale AI data centers are fully built and running at full capacity, they could become powerful long-term cash generators. That additional compute capacity could drive another major leg of OCI growth and significantly expand Oracle's AI cloud business.