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

$Oracle(ORCL)$ 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.

$Advanced Micro Devices(AMD)$ Bears keep calling the company overvalued, but just look at the signs behind the scenes.

$Oracle(ORCL)$ Saved by the macro environment, otherwise it would have easily hit $160 today. They literally did the worst thing by announcing another $20 billion capital raise right in the middle of a tech rout.

$Oracle(ORCL)$ Take a look at Oracle's daily chart from today. Despite the brutal selloff, the final candle really stands out. The stock briefly flushed to new lows, but buyers stepped in aggressively and pushed it back up before the close, leaving a long lower wick. More importantly, this happened on massive volume. To me, that doesn’t look like institutions dumping shares. It looks more like institutions absorbing shares from panicked sellers. When you see a huge volume spike combined with a long downside rejection wick, it often signals that strong hands are accumulating while weak hands are capitulating. No one knows what happens tomorrow, but today’s price action looked a lot more like accumulation than distribution. After a $75 drop in

$Microsoft(MSFT)$ I kind of feel Microsoft is near a bottom. It's just too bearish for a company with solid free cash flow.

$Oracle(ORCL)$ Honestly, I've never seen a company sitting on $638 billion in future orders while customers are practically standing in a miles-long line waiting to give them money. Oracle doesn't have a demand problem. It has a capacity problem.

$Oracle(ORCL)$ I'm in, regardless of what happens after earnings. I think it will be very rewarding.

$Oracle(ORCL)$ I think the setup here for a trade after earnings looks decent, though I'm only considering the upside. It broke out above $200 on heavy volume after consolidating since November. There's a massive volume shelf around $200 which is now support. The last few days have been brutal for the overall market, and it's still holding above $200. We have CPI data coming up, so let's see how the markets react. If it can weather everything and stay above that level, along with a fantastic earnings report, $200 could act as a springboard. The ATM June 12 options are pricing in around a $25 move. If the price moves up, then it could be friendlier to trade on Thursday, assuming the markets aren't violently red. That's my plan. If it breaks do

$Oracle(ORCL)$ Recent analyst ratings and price target updates. Bank of America Securities maintained a Buy rating, raising the price target from $200 to $240. Evercore ISI Group maintained an Outperform rating, raising the price target from $220 to $245. Oppenheimer maintained an Outperform rating, raising the price target from $235 to $275. TD Cowen maintained a Buy rating, raising the price target from $250 to $300. Cantor Fitzgerald maintained an Overweight rating, raising the price target from $229 to $284. RBC Capital maintained a Sector Perform rating, raising the price target from $160 to $190. BTIG reiterated a Buy rating with a price target of $400. Also worth noting, in April the company announced job cuts of up to 30,000, roughly

$Oracle(ORCL)$ The report will likely be excellent, better than expected. How the market interprets it is anyone's guess. I'm bullish.

$Microsoft(MSFT)$ Adding more to my Microsoft position. It felt great under $400, and still looks decent under $450. I think it could go to $650.

$Microsoft(MSFT)$ Back in January 2024, the stock price was similar to now, but revenue has doubled and profits are up 70% since then. Plus, the AI capex should unlock significant future profits. The ingredients for a narrative shift are in place. Hopefully, the market will start rotating more into Microsoft.

$Microsoft(MSFT)$ MSFT is trading at $411 per share, while it's a stock that should be worth $600. It's deeply undervalued. Analysts' average target price is $560. Technically, MSFT is forming a reverse head and shoulders pattern. The price could reach $500 after this pattern completes.