To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ Every dip getting swallowed up!

$Intel(INTC)$  It's on fire today, up about 10.5%, with a solid 11% gain over the past five days. The Google foundry order and BofA's buy upgrade are really lighting a fire under it. Traders are all over those short-dated call sweeps. We're seeing big money flow into the 6/12 and 6/18 calls, pushing that implied volatility through the roof. The momentum is something to respect, and those naked long premiums are worth watching. Institutions aren't sleeping on this, though. They're loading up on puts and hedging hard against any sharp drop. This isn't just a clean breakout; it's hedged and fast. Keep any new plays tightly risk-defined.

$Oracle(ORCL)$  Another sell-off after stellar earnings, which seems a bit ridiculous. Feels like any excuse is being used to knock it down.

I knew Oracle was spending aggressively, but I didn't realize it was this aggressive. In just 12 months: Property & equipment went from $43B to $100B. Their infrastructure footprint more than doubled. That kind of buildout is pretty staggering for a company of this size. It feels like they've fully shifted into AI/datacenter mode. They're not just talking about demand; they're actually building for it at scale. What stands out to me is the speed. Oracle has never expanded this fast in its history. Companies usually don't spend like this unless they already see massive demand coming. I keep seeing people call $Oracle(ORCL)$  "old tech," while they're quietly building one of the largest infrastructure expansions in the market right now. Kin

$Oracle(ORCL)$ Total quarterly revenues increased 21% to $19.2B, reflecting broad-based demand for Oracle's cloud technology and applications suites.

$Intel(INTC)$ For those still focused on the P/E ratio and scratching their heads over Intel's share price, here's what you might be missing. Combining the last four earnings reports, Intel has beaten earnings predictions by over 5X. Those of us who are bullish are looking beyond analyst forecasts, focusing on the level of AI spending, the products themselves, and the manufacturing deals. When someone claims Intel can't compete with AMD, I'd like to know where exactly. Performance, power consumption, core count, graphics? Today's products are not last year's products.

$Oracle(ORCL)$ Earnings tonight. Everyone is worried about Oracle spending too much, but the stock could really move after hours. Massive backlog: They have a record $553 billion in future sales lined up. That's a huge 325% jump from last year. Cloud boom: Their cloud business is growing incredibly fast, with expectations of 45% to 50% growth. The payoff: If management sticks to that $90 billion future sales goal, the heavy spending on AI data centers would totally pay off. Options are already pricing in a massive 12% move for the stock this week.

$Reddit(RDDT)$ Just a reminder, someone just spent $515K on the same $10 strike calls that someone bought for $314K last month when $Rumble Inc.(RUM)$  was only trading at $6. It seems like someone knows something is coming during this week's earnings. Perhaps a government cloud contract? Rumble's ties to the US government are even closer than $Intel(INTC)$ 's.

$Invesco QQQ(QQQ)$ Can't break 705 anymore. Institutions likely got all they wanted on Friday and today.

$Intel(INTC)$  Solid consolidation above 106.4 and holding up well. I could see it going to the 110 - 114 range.