To The Moon

The Stargate project for $Oracle(ORCL)$  appears more certain than before. Following the recent volatility shakeout, I tend to think a bullish reversion and a long-term uptrend are likely.

$Oracle(ORCL)$ Another notable overreaction to matters unrelated to $Microsoft(MSFT)$  or ORCL. I tend to believe the AH market should be abolished permanently.

The weekend report from The Information, stating the Stargate joint venture has minimal staff and remains amorphous, is completely irrelevant. What the report fails to mention is that STARGATE has zero impact on $Oracle(ORCL)$ 's near-term or even intermediate earnings. The joint venture was always more of a high-level photo opportunity framework or announcement than a genuine revenue driver for Oracle. It is infuriating yet comical at the same time. This too shall pass.

$Oracle(ORCL)$ Another 88 million contract. No one cares. But they will.

Many, I mean many good clients from $Amazon.com(AMZN)$  AWS have moved away to $Oracle(ORCL)$  OCI. And many are moving away from GCP. For $Alphabet(GOOGL)$ , luckily their GCP revenue comes from its own products. Their cloud offering is very bad interms of performance, security, and high availability.

It would be incredible if Trump announced a direct US investment of $5 to $10 billion in $Oracle(ORCL)$ , like they did for INTC.

$Oracle(ORCL)$  Technical flows indicate a marked sectoral rotation with ORCL.

$Oracle(ORCL)$ Entering beast mode, the $165 bull rally has improved vision and clarity.

For long-term investors with a multi-year horizon: Many analysts believe $Oracle(ORCL)$  still has growth runway and strong cloud/AI positioning. Current prices could offer a discount relative to long-term targets. A buy-and-hold strategy could benefit if $Oracle(ORCL)$  captures cloud market share.

Many investors don't understand that $Oracle(ORCL)$  makes billions. Other companies make millions, but this one makes billions.