$Oracle(ORCL)$ The shorting phase seems done. It was already over about 2-3 weeks ago. Now it looks like those shorts are flipping long again. This thing should retest $300.

$Oracle(ORCL)$  My last alert was around 115, which lined up with the daily demand zone. The first target is still 157.9 to 169.8, which would be a 40%+ gain from there. If that area gets tested before earnings, I plan to hold about half my position through the report.

$Oracle(ORCL)$  $150 is back in play. Seeing a close above $155 would be a nice way to wrap up the day.

$Oracle(ORCL)$ $CoreWeave, Inc.(CRWV)$ Results point to one thing: all these companies are spending money to make money. AI compute demand looks bigger than ever. No cloud, no AI.

$Oracle(ORCL)$  I rode this one from 145 down to 113 and back to 136, got out with a modest gain from averaging down on calls. After waiting and watching the dip, I'm back in. I think $200 is absolutely possible by late September if the market cooperates and earnings come in strong.

Big Tech's AI spending is hitting levels you rarely see in modern history. $Amazon.com(AMZN)$  $Alphabet(GOOGL)$  $Meta Platforms, Inc.(META)$  $Microsoft(MSFT)$  $Oracle(ORCL)$  are estimated to push CapEx to 2.4% of U.S. GDP in 2026, up roughly 1 percentage point from 2025. For some context, broadcasting and telecom companies spent about 1.0% of GDP on CapEx back in 1999, right at the peak of the Dot-Com investment boom. And the spending isn't slowing. By 2027, Big Tech CapEx is projected to reach 3.1% of GDP, more than double the 1.4% recorded in 202

$Oracle(ORCL)$  It looks like a lot of short-side stop-loss orders are concentrated in the $150.50 to $152 range. If that zone gets taken out, the next obvious level to watch would be $165.

$Oracle(ORCL)$  Call flow was strong last week. ORCL held the 144 resistance and broke out to $147. If it can reach 150, there's a chance it pushes toward 160-165 going forward. Plenty of solid new deals in the pipeline. Capex fears seem to be fading, and that makes sense. MSFT earnings were a big positive for ORCL and helped ease those capex concerns. This isn't some small player spending cash — ORCL is a giant with a ton of revenue streams.

$Uber(UBER)$ Gross Bookings up 24%, EBITDA up 33% year-over-year, and TTM free cash flow just crossed $10B for the first time in the company's history. They're still holding around 60% share in markets where Waymo keeps expanding. Doesn't look like a company losing the AV war to me — more like a company quietly printing cash while the narrative says otherwise. Meanwhile $Oracle(ORCL)$  is sitting at 17.8x forward earnings, roughly 29% below its 3-year average. Looks cheap on paper, but the discount is there because the AI capex is real, and the market seems to want proof it actually converts to earnings, not just backlog.

$Oracle(ORCL)$ holding above the 200-week after a three-wave pullback. Late shorts might be getting squeezed.

$Oracle(ORCL)$ Oracle just landed a $400 million federal contract for HR modernization, with a clear AI focus. I'd be pretty happy if the stock gets to $300 next year.

$Oracle(ORCL)$ The key thing to watch is when Oracle's four massive cloud data centers currently under construction will be completed and when they start converting backlog into actual cash flow. Once even one of these data centers is finished and operating at full capacity, cash flow could quickly turn from negative to positive — and that is when both Oracle's valuation and stock price could take off. $Palantir Technologies Inc.(PLTR)$ 

$Palantir Technologies Inc.(PLTR)$ Sold covered calls expiring in mid-2027 at the $230–$240 strikes and collected $110,000 in premium. $Oracle(ORCL)$ 

$Palantir Technologies Inc.(PLTR)$ 10k shares is printing like it's nothing. Hahah. $Oracle(ORCL)$ 

My Roth account is in good shape, so I did some buying today. I added to $Paramount Skydance Corp(PSKY)$ , $Oracle(ORCL)$ , $Webull Corp(BULL)$ , and MSTR.

$Oracle(ORCL)$ Oracle dropped from $250 and handed the market a 55% discount in just two months. I honestly have a hard time understanding why anyone would be selling here, or even shorting it. Institutions seem to be accumulating, but a lot of retail investors are grabbing 5% gains and rushing for the exits. Others are finally getting their money back after months of pain and immediately dumping their shares. Looking two or three years ahead, once Oracle's hyperscale AI data centers are fully built and running at full capacity, they could turn into powerful cash-generating assets. If that pushes annual revenue past $100 billion, I think a stock price around $500 is within the realm of possibility (2028-2030).

Not every mature company is done growing. The best businesses can find a second engine just when the market starts writing them off. $Oracle(ORCL)$  is a good example — years of enterprise infrastructure built a solid foundation, and now cloud and AI demand is opening up a new growth path. The real question is whether this next chapter can be as meaningful as the first one.

I'm watching $Oracle(ORCL)$  and $Reddit(RDDT)$  pretty closely right now. $Oracle(ORCL)$  has taken a beating lately as people start questioning whether its AI infrastructure spending will really pay off, while $Reddit(RDDT)$  is getting hit with concerns that AI might hurt traffic growth. In both cases, it feels like the market might be getting too caught up in short-term uncertainty and overlooking the longer-term opportunity.

$Oracle(ORCL)$  Looks like whales and institutions were buying in during the afternoon session.

$Oracle(ORCL)$  $Palantir Technologies Inc.(PLTR)$ Hoping MSFT and META can add some fuel to this rally after the close.