To The Moon

When all is said and done, I think $Oracle(ORCL)$  will remain a Mag 7 company for decades. I've added to my position and plan to hold it for the long haul, around 20 years.

$Oracle(ORCL)$ It looks quite attractive at the current price. I'd consider adding more if it goes lower. The $130 area seems to have a lot of the risk priced out compared to the potential upside. I'm aware of the debt load, but at these levels, I think that concern is overblown.

$Oracle(ORCL)$ I feel a strong rebound back to $150 is in order.

$Microsoft(MSFT)$ This is the cleanest fundamentals-vs-price divergence I'm seeing right now. Azure is up 40%. AI run-rate is $37B. Revenue growth is back to 18.3%. And the stock is down 25% YTD at 19x forward — the cheapest since 2023. The Street is selling capex fear, not the business. I'm not catching the falling knife, but I'm selling premium into it. Waiting for a flush, then putting on put credit spreads below support.

$Oracle(ORCL)$  Let's look at a wild reality check for anyone panicking right now. Oracle's cloud contract backlog just hit $638 billion. For comparison, Microsoft's entire backlog is $627 billion. Think about that. Oracle—a company with a fraction of Microsoft's market cap—literally has a bigger backlog of signed, legally binding cloud contracts than MSFT. The stock price is a temporary glitch. You are holding an absolute giant.

$Oracle(ORCL)$  Zoom out and look at what you actually own here. Oracle just brought in $67.4 billion in total revenue for the entire fiscal year. Yet, their cloud contract backlog (RPO) is a staggering $638 billion. That means Oracle has legally binding, signed contracts worth nearly 10 times their annual revenue waiting to be deployed. The stock price is a temporary voting machine; the backlog is a multi-year cash machine.

$Oracle(ORCL)$ I mean, come on. Who are these people trying to fool? I can understand a pullback, but they're trying to make people think this company is going into the tank. Trust me, it's not. That's a joke.

I'm not a fan of this five-year head and shoulders pattern. The company has a lot going for it, especially Azure and the enterprise AI selection for developers. But the issue is, it's categorized with software, while $Amazon.com(AMZN)$  and $Alphabet(GOOGL)$ , in retail and advertising, aren't being discounted the same way. Retail is under pressure, and advertising will be too when people don't want to spend money like now. $Microsoft(MSFT)$  is number two in server farm footprint and Azure, and it's a Linux company just like Google offers software like Chrome in Azure. At the end of the day, it's a large-cap growth stock.

Right now, there are 23 stocks that are at low levels and could potentially hit all-time highs in less than 12 months. 1. $Oracle(ORCL)$  is down 56.9% — it's the cloud backbone for AI workloads, and multicloud demand is just getting started. 2. $ServiceNow(NOW)$  is down 53.3% — a leader in AI workflow automation, with enterprise adoption still in the early innings. 3. $Palantir Technologies Inc.(PLTR)$  is down 45.6% — a leader in AI analytics for defense/enterprise, with a deep and growing moat. 4. $Meta Platforms, Inc.(META)$  is down 30.8% — its AI-driven ad engine plus frontier AI platform buildo

$Microsoft(MSFT)$ The support level is very strong. Given that Microsoft is a leading company in AI, the stock could potentially move higher from here.