$Oracle(ORCL)$ Google's massive $45 billion quarterly spend on infrastructure really highlights how the demand for AI data centers is far beyond what's currently available. This supply shortage seems to confirm Oracle's strategy of rapidly expanding OCI and forming multi-cloud partnerships, which could position them to benefit from a lot of the overflow demand.

$Oracle(ORCL)$ Google is also making a massive CAPEX investment in AI infrastructure. Companies like Oracle and Google aren't just throwing money away without a reason. It seems a bit misguided to suggest otherwise.

$Alphabet(GOOG)$ $Oracle(ORCL)$  $Broadcom(AVGO)$ $Qualcomm(QCOM)$ $NVIDIA(NVDA)$ Google's earnings looked solid. Oracle, Broadcom, Qualcomm, and the other AI hyperscalers could see some positive movement.

$Oracle(ORCL)$ I'm looking to add to my position on any pullbacks going forward.

$Oracle(ORCL)$ I'm up about $25k in profit, and I'm holding until it reaches $180.

$Oracle(ORCL)$ The stock still looks very cheap to me, with $135 looking like a reasonable target for this week.

$Oracle(ORCL)$ 113The stock is at -$110 this week. The target for next week is $135-$145.

$Oracle(ORCL)$ Looks like the short squeeze could be setting up around the $160 level heading into the next earnings. Feels like most of the negative news has already been factored in, considering the drop from $345 down to $122.

$Oracle(ORCL)$  Looking ahead to 2030, Oracle could potentially be trading around $635 by then. For anyone interested, it's worth checking out the long-term view on Palantir as well.

$Oracle(ORCL)$ The focus on OpenAI's RPO seems overblown. Even in a worst-case scenario for them, enterprise AI demand is more than capable of absorbing that entire infrastructure capacity and then some. During IBM's recent selloff, they mentioned their customers are spending on hardware for Enterprise AI. That's essentially the same demand underlying the OpenAI RPO.

Watching these four setups for potential moves. $SoFi Technologies Inc.(SOFI)$  Looking at a target zone between $13.24 and $11.07. Long-term, there's an upside scenario around $78.22. $IREN Ltd(IREN)$  Target zone is $38.68 to $35.26. A potential new high could be around $105.24. $CoreWeave, Inc.(CRWV)$  The range to watch is $82.38 to $75.27. A long-term upside scenario points to $238.37. $Oracle(ORCL)$  Target zone is around $119, with a long-term upside scenario of $678.37. Different sectors, different stories, but the common theme is companies with strong growth narratives and room for expansion.

$Oracle(ORCL)$ CNBC mentioned a buy signal, noting that selling pressure appears to have been exhausted. The major five-year support level held today.

$Oracle(ORCL)$ I'd prefer to see a lower open followed by a solid rally, rather than another session where we're up a dollar or two premarket only to give back three or four dollars from open to close.

$Oracle(ORCL)$  Everything's in the red, and the big question right now is whether this is just panic or a potential opportunity in disguise. Big money tends to like these kinds of days because retail investors often panic, while they quietly watch the tape. It's worth keeping a close eye on.

$Oracle(ORCL)$ Buy and hold. Patience to get paid.

$Oracle(ORCL)$  It's been stuck, not moving much. I think it's about to go parabolic to the upside.

$Oracle(ORCL)$ It seems like a lot of people might be talking about buying Oracle soon. Some are calling it the next AI stock to move higher. Personally, I think any pullback could be a point to consider for a position.

$Oracle(ORCL)$ This stock can't stay under the radar forever.

$Oracle(ORCL)$  The chart looks pretty rough, but the financial metrics are solid. I'm starting a small position here, filled at 140.25.

$Oracle(ORCL)$ Just to note, TikTok's US operations rely on Oracle's infrastructure, and Oracle holds a 15% stake in ByteDance.