To The Moon

$Oracle(ORCL)$ 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.

$Chevron(CVX)$  Microsoft $Microsoft(MSFT)$  and Chevron $Chevron(CVX)$  have just signed a 20-year deal to supply natural-gas power for a planned data center in West Texas. Bloomberg says it could be one of the largest in the U.S. At first glance, it looks like just an energy contract, but it feels more significant than that. You don't usually see hyperscalers and energy majors locking in supply this far ahead unless the demand is already very real. What stands out to me: - A 20-year energy commitment directly tied to AI data center buildout - Microsoft essentially pre-booking power capacity at an industrial scale - Chevron moving deeper into long-d

$Oracle(ORCL)$ Quick take: - Explosive RPO growth from AI cloud wins. - The recent selloff has created an entry point. - If PCE data cools the hawkish vibes, there's rebound potential to $210+. It's a high-conviction AI infrastructure name, but keep an eye on the debt and capex. I'm sizing it small for now.