To The Moon

$Microsoft(MSFT)$ The support level is very strong. Given that Microsoft is a leading company in AI, the stock could potentially move higher from here.

$Chevron(CVX)$  Microsoft $Microsoft(MSFT)$  and Chevron $Chevron(CVX)$  have just signed a 20-year deal to supply natural-gas power for a planned data center in West Texas. Bloomberg says it could be one of the largest in the U.S. At first glance, it looks like just an energy contract, but it feels more significant than that. You don't usually see hyperscalers and energy majors locking in supply this far ahead unless the demand is already very real. What stands out to me: - A 20-year energy commitment directly tied to AI data center buildout - Microsoft essentially pre-booking power capacity at an industrial scale - Chevron moving deeper into long-d

$Oracle(ORCL)$ Quick take: - Explosive RPO growth from AI cloud wins. - The recent selloff has created an entry point. - If PCE data cools the hawkish vibes, there's rebound potential to $210+. It's a high-conviction AI infrastructure name, but keep an eye on the debt and capex. I'm sizing it small for now.

$Oracle(ORCL)$ I think it could hit $90 first, then consolidate back around $180 for two years before ripping up to $300-400.

$Oracle(ORCL)$ Still holding Oracle and ServiceNow. Enterprise tech spending continues to evolve, and both companies remain well positioned. Staying patient.

$Oracle(ORCL)$  $Salesforce.com(CRM)$  continues to look attractive to me. Enterprise software is deeply embedded in business operations, which gives these companies resilience even when market uncertainty rises.

$Oracle(ORCL)$  Bounced nicely off 180, offering excellent risk vs reward entries.

$Oracle(ORCL)$ The bulls who've been around since the $135 days have already studied every emotion and hole in your strategy. That's why it's going up.

$Oracle(ORCL)$ $Palantir Technologies Inc.(PLTR)$ Once the impatient and fearful retail investors are shaken out, the algos can rip this stock up by $20 at any moment. Historical data shows that most of a stock's gains occur during just 5% of the time, while the other 95% is mostly noise. That's why only long-term investors are able to capture the biggest profits.

$Oracle(ORCL)$ This could hit $210 in the next 30 days, provided nothing crazy happens with Iran.