$Oracle(ORCL)$ ORCL's year-to-date performance is flat, but year-over-year it's up 20%, which is not bad at all. Over a five-year span, whoa, it has doubled the S&P 500. So people can dump it all they want, but ORCL has delivered solid performance. I'm sticking with Charlie Munger's advice: “The big money is not in the buying or the selling, but in the waiting.” So far, the waiting has been very, very good.

$Oracle(ORCL)$ Some positive aspects about recent trades. All software stocks like Intuit, ServiceNow, Workday, Adobe, Salesforce ... are down except Oracle.

$Oracle(ORCL)$  Looks like a breakout of the 200 resistance is in sight, should be a good one.

$Oracle(ORCL)$  Nvidia described Oracle Cloud Infrastructure as the first cloud provider to deploy Vera at hyperscale. Seems like it's only a matter of time.

$Oracle(ORCL)$ Another solid move recently. It's the second time testing the $200 level in the past two weeks. The options activity is sending a strong signal, pushing for a break above $200. The next step is to see if it can actually hold and move past it.

It seems to have dawned on a few investors that $Oracle(ORCL)$  is the AI whisperer for the big three hyperscalers. In the AI revolution, it feels more like the indispensable player.

$Oracle(ORCL)$ Wedbush raised ORCL's price target to $275 from $225.

$Oracle(ORCL)$  Just a matter of time for this one. Once the fears around the build-out subside, it should take off.

$Oracle(ORCL)$ Those shorts and their fear-mongering. I was scared when Oracle was at $130, and my average cost is $187... I'm sure not nervous now. $250 by year-end is very plausible.

$Oracle(ORCL)$  Cerebras Systems is a fascinating case because it represents the opposite philosophy to NVIDIA's chiplet-heavy approach. Cerebras builds the largest monolithic silicon die ever made—the Wafer Scale Engine. Instead of cutting a wafer into hundreds of smaller dies, they essentially keep the wafer intact as one enormous chip. Why the buzz around its IPO matters: The 20x oversubscription level signals investors see it as a credible challenger to NVIDIA's dominance in AI hardware. It's rare for a semiconductor IPO to attract that much enthusiasm. Its whole-wafer design packs hundreds of thousands of cores and massive on-chip memory. This eliminates the inter-chip communication bottlenecks that plague

$Oracle(ORCL)$  Got in on Oracle at $136 and SWPPX at $16.30. Feels like a solid start for the next few years.

$Oracle(ORCL)$ Those who sold out in fear are gone? And it still opens green.

$Oracle(ORCL)$  Stay strong if you believe in it. Once that massive RPO hits the books, this stock should get repriced upwards. It could be a $300+ stock by year end. Something for the longs to watch.

$Oracle(ORCL)$  Looks like someone's really worried about ORCL hitting $200. Just check out the after-hours ask. Probably just spoofing. If everyone keeps buying and holding, they won't last long. Let's go $200!

$Oracle(ORCL)$ The market had two choices: buy software company stocks with debt, or buy software company stocks without debt. Guess which one they went for today? Every single software stock is up big now.

$Oracle(ORCL)$  IHH Healthcare (IHH), one of the world's largest integrated healthcare providers, has picked Oracle. Good news and contracts keep coming in.

$Oracle(ORCL)$ Regarding ORCl capex, their two combined cloud businesses are growing at a combined rate of 44% year-over-year. So when is the right time to invest in that growth? Probably earlier, but now isn't a bad time either. This is when companies double down on their futures. If they weren't, I wouldn't own the stock.

$Oracle(ORCL)$  200 is coming fast and furious… hate to say I told you so!

$Oracle(ORCL)$ After dropping from $345 to the $160s and spending months in the $170s, it seems people are starting to realize it's significantly underpriced and oversold. This looks like short sellers driving the price down to accumulate cheap shares. I'm still hoping it can return to levels similar to its peers, many of which have reached all-time highs.

$Oracle(ORCL)$ ORCL is in the 170-172-175 range. Likely between 170-175. It seems like the start of an upward trend. The momentum looks good.