To The Moon

$Amazon.com(AMZN)$ With this blue sweep, green energy will be needed to power data centers. That's why TE (T1 Energy), the largest US solar and energy storage play, is heading to $9 (a 3x) in the short term and $16 (5x) within 18 to 24 months. Data centers are nothing without energy, and green energy will be the most sought after commodity with intensity.

$Amazon.com(AMZN)$ I figured the only dip buying that made sense was AMZN, and maybe NFLX. It took a full year, and this thing should be a lot higher than it was back then. Amazon has a real chance to show what efficiency in logistics looks like, both in physical goods and data.

$Oracle(ORCL)$ ORCL should close green. This isn't wishful thinking, it's just where things stand. The stock is seriously oversold right now.

$Oracle(ORCL)$  Hard to say if there will be a dip tomorrow in case of a blue wave. The AI development will continue regardless. I'm still bullish on ORCL.

$Oracle(ORCL)$ Whatever happened, the bottom line is that ORCL did what they said they would do. They did not need over 40+ billion as expected, only 20 billion, and they could become a profitable company in 2027-2028. Oracle is on the right track to achieve what they set out to do. I'm long and I'm the biggest loser on this board.

$Oracle(ORCL)$ The Street is slowly catching on that ORCL is moving in the direction management planned and intended. Their PR handling remains as sloppy as ever, and the results are there for everyone to see. I'm glad I picked up a bit more recently.

$Oracle(ORCL)$ If this price reflected true value, ORCL management would have had to be clueless and crazy to have started building out their data center network. They are neither clueless nor crazy, and they explained it all very well recently. That said, this is a gift price right here, politics or no politics.

$Oracle(ORCL)$ ORCL has a huge software clientele, which gives it a big moat for building out its data center and AI presence. Sellers are way off base at these levels.

$Oracle(ORCL)$  The bond and stock offerings came up during the conference discussions last week. The stock offerings are ATM, and Oracle will only offer when needed before 2030. The short attack is still there, though, targeting all data center companies due to the election uncertainty. It should turn around after the election, despite the selloff. I'm not doing options. Buy and hold, no option trading. The reward should be decent when ORCL bounces back.

$Oracle(ORCL)$  I'm in deep enough now to wait and see how the next few quarters play out. Selling at a loss isn't something I'm going to do at this point. ORCL can recover, but it will take time. Patience is the approach here.