To The Moon

$Oracle(ORCL)$ It keeps doing the same thing: run up into earnings, gap on the print, then chop the believers around. The pattern is so familiar that the move barely surprises anyone anymore.

$Oracle(ORCL)$  Hoping to get to 200 plus.

My take this week is straightforward: stick with AI momentum and follow where the strength already is. $NEBIUS(NBIS)$  - buy zone around $240, high-beta AI infrastructure leader. $IREN Ltd(IREN)$  - buy zone around $60, power + AI compute exposure still trending. $CoreWeave, Inc.(CRWV)$  - buy zone around $90, core neocloud beneficiary. $Qualcomm(QCOM)$  - buy zone around $201, AI edge + mobile cycle support. $Oracle(ORCL)$  - buy zone around $192, cloud + enterprise AI monetization story. This isn't random positioning—it's the ongoing AI capex wave expa

$Oracle(ORCL)$ The market is closed on Friday. I expect ORCL to finish around $210 by Thursday’s close.

Software stocks are showing positive reactions to logical support levels after a brief pullback. $iShares Expanded Tech-Software Sector ETF(IGV)$  is bouncing strongly from support at the 50-day moving average (around 89). We're still early in the optimal holding period for the Software ETF, which runs from June 1st to September 12th. $Palantir Technologies Inc.(PLTR)$  $Oracle(ORCL)$  $Shopify(SHOP)$ 

$Oracle(ORCL)$  Let's close above $197.

$Oracle(ORCL)$ Oracle has money for datacenters from its SpaceX investment.

$Oracle(ORCL)$ 188Now, I'm hoping for $200 tomorrow.

$Oracle(ORCL)$ I'm hoping to see it break past $200 early this week, and then head towards $300.

$Microsoft(MSFT)$ Azure revenue backlog is still there, and Copilot adoption is increasing, with a few companies already monetizing AI. The 27% stake in OpenAI bought for $13 billion is now worth almost $200 billion. OpenAI is committed to Azure services, while Microsoft is working on reducing its dependence on OpenAI through internal AI models. Gaming has been struggling, but they are taking steps to address their mistakes. Quantum computing is also making serious progress. All this while having one of the strongest free cash flows in the market. I'm buying as much as possible while the P/E is under 25.