To The Moon

$Oracle(ORCL)$ Betting against Oracle feels like betting against the US, which is still the most powerful nation in the world. America is going to win the AI race, and Oracle will be the dominant AI force.

Goldman's framework on hyperscaler AI revenue versus capex is worth picking apart. They set the breakeven bar at $308B annual AI revenue based on average 2026-2027 capex, with higher ROIC targets pushing that requirement to $417B, $526B, and $636B at 10%, 15%, and 20% respectively. The issue is their baseline treats GenAI spend as an isolated product line rather than a platform-wide re-acceleration driver across core cloud services. Cloud revenue growth for $Amazon.com(AMZN)$  $Alphabet(GOOGL)$  $Microsoft(MSFT)$  and $Oracle(ORCL)$  accelerated from +25% in 2024 to +48% in 2Q26. Current AI/cloud rev

Good day to add some names at a discount. Picked up $Ford(F)$ , MEGA.X, $Oracle(ORCL)$ , and $Tilray Inc.(TLRY)$  for the portfolio.

$Oracle(ORCL)$ By the time most people check the market, futures could be up 1% or more, while oil is down 5% or more on a strong dollar. If the gold selloff is any indicator, commodities and inflation expectations could come down significantly.

$Oracle(ORCL)$  ORCL is at an attractive price right now. I've been following ORCL and CRM lately and noticed a pattern: CRM and ORCL tend to move in opposite directions. Based on what I've seen, ORCL has been declining while CRM has been rising. The trend will probably reverse soon. JMHO.

$Tesla Motors(TSLA)$ At some point, Tesla could capture 25% of the global semi market. High oil prices and the return of EV subsidies are just additional tailwinds.

$Oracle(ORCL)$  Green coming in for NBIS. 150 plus? A squeeze can happen when no one expects it.

$Oracle(ORCL)$  In retrospect, this created new longs and strengthened current long positions, especially for those who were able to take advantage of the dip around $133. Shorts had a good opportunity on the way down, but waiting for $120 or less starts to look greedy. Bulls make money, bears make money, pigs get slaughtered. Just my humble opinion.

$Oracle(ORCL)$ Fun fact: GPT-6 Astra was trained at Oracle's Stargate facility in Texas using more than 100,000 GPUs. It was OpenAI's largest training run to date.

$Oracle(ORCL)$  They seem to be doing everything they can to keep this under $150. This should easily be trading at or near $200. It feels like there's some heavy pressure holding it back.