$Oracle(ORCL)$ The backlog is at 638 billion. The OpenAI deal seems locked in with Nvidia's backing. There's also the quantum AI partnership with Qualcomm and they apparently own TikTok. With all that, Oracle shares look like they could easily reach the 400 to 500 range.

$Oracle(ORCL)$  Getting out of Oracle right after it reverses from one of its biggest drawdowns is honestly kind of funny. Some people just don't seem to know how to invest.

$Oracle(ORCL)$  I toughed it out and added more at $114. From here, I think it could run quite a bit. Also curious to see how Michael Burry's short position ends up playing out.

$Oracle(ORCL)$  I honestly don't get why this isn't moving. CRWV and NBIS have way bigger backlogs combined than those two. It's surprising.

$Oracle(ORCL)$  I think this could be a $500 stock within roughly two years. It really depends on when the market starts looking past the debt concerns.

$Oracle(ORCL)$  Honestly, I don't know why, but this selloff actually makes me think $165 is on the table. Feels like Wall Street is playing games again.

$Oracle(ORCL)$ CNBC is running a segment on data centers getting more efficient, with no water waste at all. Looks like good news for Oracle today.

$Oracle(ORCL)$  ORCL is sitting on a lot of support right now. I'm long at 144.90. Feels like it could get a short-term pop with limited downside.

$Oracle(ORCL)$ $Direxion Daily ORCL Bull 2X ETF(ORCU)$  Technical Levels: Entry Zone: $7.50–8.00 (recent support). Breakout Trigger: $9.50 (short-term resistance). Target: $12–14 (aligns with ORCL $190–200).

$Oracle(ORCL)$  The breakout here is coming with some pickup in volume, which looks like a good sign.

$Amazon.com(AMZN)$  If things go well this week and retail sales come in strong on Friday, I think Amazon could cross $280.

$Oklo Inc.(OKLO)$ The earlier top big boy investment came from ChatGPT, but $X-Energy(XE)$  just topped it — $Amazon.com(AMZN)$  stepped in with a massive 65M share investment. That's the kind of monster commitment into nuclear. Data centers are going to need a lot of nuclear power to sustain their growth. The current grid can barely keep up with existing demand.

$Defiance Daily Target 2X Long ORCL ETF(ORCX)$ Just getting started. Long from 15, now over 23. $Oracle(ORCL)$ 

$Amazon.com(AMZN)$ 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