$Oracle(ORCL)$  Bloomberg reports OpenAI expects its annualized revenue to reach or exceed $70 billion by the end of 2026. The news flow lately has been rough on nervous holders.

$Oracle(ORCL)$ SpaceX trading higher on the SP side feels irrational when they're burning cash faster than they bring it in, and their backlog is pretty weak. Oracle should be at least $200 higher.

$Amazon.com(AMZN)$  The market is oversold, and we're at the start of the AI run. For me, this isn't a time to sell. There's no turning back. We're heading up.

$Oracle(ORCL)$ This report looks like it was pushed out deliberately to give someone large a chance to close short positions before good news starts hitting. Why else would it be assembled and forced into the mainstream rather than just released? Feels like a big player, maybe a hedge fund or institution or a well-known short seller, needed something to trigger a strongly negative market reaction. That kind of move would let several shorts cover across much of the AI sector and give others great pricing ahead of what could be a wave of good news this coming earnings season. I think we'll see soon enough. This was deliberate.

My $Defiance Daily Target 2X Long ORCL ETF(ORCX)$  order filled when $Oracle(ORCL)$  hit $135 as planned, but right now it feels like catching a falling knife. LOL I'll add more if ORCL gets down to the 131-132 level. $Direxion Daily ORCL Bull 2X ETF(ORCU)$ 

$Oracle(ORCL)$ Hmm, I wonder what made it drop... oh right, a lot of calls expiring soon.

$Palantir Technologies Inc.(PLTR)$ The bear case basically comes down to one word: overpriced. What gets missed is the scarcity angle. Palantir isn't a run-of-the-mill company. Its technology and capabilities are becoming more critical to America's national security, defense, intelligence, and strategic interests. Gold and diamonds trade at a premium because they're scarce. Palantir trades at a premium because of its rare strategic capabilities, tech advantages, and national importance. Scarcity creates value, and strategic scarcity commands a premium. Bears see a high valuation. Bulls see an irreplaceable strategic asset. $Oracle(ORCL)$  $Intel(INTC)$ 

$Oracle(ORCL)$  By 2036, Oracle is going to pay a dividend of $10 per share.

$Oracle(ORCL)$ Holding above 140. The company has everything on track and a well-known brand. Fair value looks near 180 over the next 12 months.

$Amazon.com(AMZN)$ Holding up in the green for the week while a lot of crypto and tech names are selling off.

$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie Energy is making waves with its tech. We're at ICOE OEE 2026 in The Hague. The Carnegie team is on the ground this week, connecting with partners, innovators, and leaders across the global ocean energy sector. As part of the technical program, Chief Technology Officer Alexandre Pichard shared an inside look at the extensive testing program powering the ACHIEVE Programme. Miguel Santos-Herran and Jonathan Fievez are set to take the stage over the coming days.

$Amazon.com(AMZN)$  Advertising still feels massively underrated. Amazon just posted nearly $19.8B in ad revenue last quarter, up about 26% YoY. At this point it's turning into a major earnings driver for the company. The best part is that advertising is likely one of Amazon's highest-margin businesses, especially next to retail. So while most people stay focused on AWS, Amazon has quietly built another huge earnings engine right beside it.

$Oracle(ORCL)$ Hoping for a close at $147 today. That's the 200-day SMA. At least it would improve the bullish picture somewhat.

$Oracle(ORCL)$  Needs to hold above $146 to confirm the wall has been broken.

$Hewlett Packard Enterprise(HPE)$ $Snowflake(SNOW)$ $Amazon.com(AMZN)$  Asos got hacked and customer data, possibly employee data too, was leaked. HPE Private Cloud PC3000 or PC7000 is your own data center and can run without internet, air-gapped. If Asos had used HPE Private Cloud PC3000, maybe the hack wouldn't have happened since there's no internet connection. Companies running everything on AWS and Snowflake might need HPE Private Cloud AI. Web app market data in AWS and Snowflake, while customer data, employee data, and other secret data sit in HPE Private Cloud on-premises. Air-gapped data centers could become i

$Amazon.com(AMZN)$ Amazon is spending at a pace almost no other company in the world is matching right now. Q2 capital expenditures hit roughly $54B, yet the company still generated about $45B in quarterly operating cash flow. The scale of this AI buildout is what makes it so interesting — the spending is massive, but so is the cash engine funding it.

To outperform the market, you need to buy quality stocks when they go on sale. Here are 5 stocks currently trading at a historical discount: 1. $Vistra Energy Corp.(VST)$  at $140 Directly profiting from the energy bottleneck. Peter Thiel and Nancy Pelosi are invested. - 126% EPS 2YR FWD - 13.6x FWD P/E 2. $Oracle(ORCL)$  at $142 Provides compute for OpenAI and many other AI companies. Revenue is about to double in just 2 years. - 39.7% Rev Fwd 2YR - 16.7x FWD P/E 3. $AppLovin Corporation(APP)$  at $268 AI driven AD platform, currently expanding into e-commerce. One of the highest quality businesses with a 127 rule of 40 score. - 46% EPS Fwd 2YR - 14

$Microsoft(MSFT)$ Looking for a breakout over $525 into the $530s. This has been held down too long with continuous upgrades.

Could $Oracle(ORCL)$  end up acquiring $Rum Group Inc(RUM)$ ? At around a $3B market cap, RUM looks like a manageable tuck-in for Oracle given its size and deal capacity. The $13.7B contract gives multi-year visibility, which Oracle seems to value a lot given its own RPO focus. The Tether ties could also bring in capital and relationships.

$Oracle(ORCL)$ There's a lot of negativity on this board, along with plenty of ads. I wonder how many here are actual ORCL investors. Those trying to bash Oracle and hold back AI development in the US are bound to lose. For real investors, patience matters, and it's better not to get swayed by that noise. When AI clearly leads across industries, ORCL longs should be rewarded, hopefully sooner rather than later. Always use your own judgement.