To The Moon

$SpaceX(SPCX)$ At this rate, SpaceX could have a market cap of 10 trillion dollars by the end of the month. Good luck to everyone. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $iShares Bitcoin Trust(IBIT)$  BTC.X

$Intel(INTC)$ The global equities analyst (Chowdhry), who has been bullish on Intel since it was $20 a share, now has a price target of $1,000 a share ($5 trillion market cap) before 2035.

$Hewlett Packard Enterprise(HPE)$ This company is quietly building one of the most interesting "next-gen compute" stacks in the market right now. They just expanded their ecosystem with 8 quantum computing partners, aiming to integrate AI, HPC, and quantum into a unified hybrid platform designed for real-world workloads, not just research demos. Key collaborations include Intel, Rigetti Computing, and Quantinuum, all leveraging HPE's Cray supercomputing backbone to push performance boundaries across science, defense, and enterprise use cases. What matters here is that this is no longer just traditional server/HPC infrastructure. It's the early formation of a converged compute layer where AI, quantum, and classical supercomputing start to merge

$Oracle(ORCL)$ All I can say is that analysts' expectations for Oracle were very high, and Oracle did beat expectations, including on guidance. The cloud sales numbers were a slight miss, but overall OCI revenue was a beat. However, Oracle failed to show that its remaining performance obligations (RPO) are starting to convert to revenue. The good thing is that Oracle has now set expectations for the rest of 2027 by reiterating its $90 billion revenue target. If Oracle beats again next quarter, it could lead to a huge, huge jump in the stock. In Oracle's history, it has never beaten revenue three times in a row without the stock returning to and surpassing its all-time high.

$Intel(INTC)$ $SpaceX(SPCX)$ Don't forget the Terafab partnership news back in April. Depending on news, Intel could be a $1 trillion dollar company by the end of the summer. If Intel becomes: The foundry partner, The packaging partner, The custom chip partner, then Intel gains exposure to: SpaceX AI satellites, Starlink hardware, xAI infrastructure, Tesla robotics, Tesla AI systems.

$Intel(INTC)$ It seems to be in an accumulation phase right now. The reason it's not moving up much is likely because it's being brought up slowly in large blocks. I think there could be a significant upgrade in the next two months. It's somewhat similar to what happened with Dell – they bought low and sold high. I added a lot more to my position today.

What's a better buy for a long-term swing trade: $Adobe(ADBE)$ , $Oracle(ORCL)$ , or $Broadcom(AVGO)$ ?

$SPDR S&P 500 ETF Trust(SPY)$ $UiPath(PATH)$ $Salesforce.com(CRM)$ $Adobe(ADBE)$ $Oracle(ORCL)$ Software sector looks like it's about to move significantly higher. All earnings reports beat expectations, institutions are fully loaded, and it could potentially double from here. Oracle dropped due to spending concerns, and Adobe dropped because the CFO left for a bigger paycheck elsewhere. CRM, ADBE, and PATH have some of the biggest buyback programs in the entire market, around 20-30% of all shares outstanding. This looks like a generational buying oppo

$Oracle(ORCL)$ The quarter was good, call options have been flushed out, the three-day rule is over, back to highs.

$SPDR S&P 500 ETF Trust(SPY)$ Closed at $741.75 today. Take a look at the fundamentals: the 52-week high is $760.40. We're less than 3% away from all-time high territory again. With this kind of volume support, it might tag it next week. Eyes on the prize.