$Oracle(ORCL)$ Futures are now up and oil is flat, assuming Trump meets with the Iranian president. Otherwise, things could crash.

$Oracle(ORCL)$ The shorts are down to their final tactics. Every news outlet keeps running negative articles built on old information and outright false claims. Oracle looks set to move sharply this week. We have seen this pattern before, with call option sweeps and large private stock purchases through dark pools.

$Oracle(ORCL)$  Everyone keeps bringing up the $18B, but another article points out that analysts expect Oracle's business to keep growing for the foreseeable future. Revenue is projected to rise 34% this year to $90.46 billion, then reach $131 billion next year. So what's the worry?

$Oracle(ORCL)$ They might be able to fudge the bottom line by a few bucks, but you can't hide or lie about $80 billion. As much as some people don't want to believe it, that number is real. Oracle is swimming in cash and is positioned to survive even a catastrophic downturn.

$Oracle(ORCL)$ I'm genuinely not prepared for anything but green tomorrow. ORCL has absolutely zero business doing anything else.

$Amazon.com(AMZN)$ Generac is up more than 30% after hours after disclosing a long-term agreement to supply backup-power generators for Amazon data centers. Initial deliveries are expected to total roughly $2.4B during 2027-2028, while purchases under the agreement could ultimately reach $8B. The deal also includes warrants allowing an Amazon subsidiary to acquire up to roughly 1.69M $Generac(GNRC)$  shares. This looks like a material new AI/data-center infrastructure catalyst, and it further highlights how AI spending is expanding beyond chips into power generation.

$Oracle(ORCL)$ ORCL closed in the green. Those who were hoping for a pullback are probably disappointed right now. The interest rate move didn't knock it down either. I think ORCL could make its way into the 170s before this week is over.

$Amazon.com(AMZN)$ I remember the endless run of negative headlines: the rocket explosion, Bezos selling shares, lawsuits, war, treasury yield warnings, capex concerns, and so on. Who is behind the constant FUD? It is the billionaires who want to buy shares cheap before the stock takes off. Keep that in mind and watch what I said. I would not be surprised if the FUD disappears one day and gets replaced by a flood of positive news. The narrative always seems rigged, and the people writing those stories are paid by them. They do not care about any of it. The short-term and long-term sentiment is bullish all the way.

$Oracle(ORCL)$  This has to be one of the biggest jokes in history. It's not back at $200 yet, and even the CEO isn't selling because he knows this is a gem.

$Oracle(ORCL)$ The average price target is $240, with high targets at $300+. These are analyst targets, not random comments from people in the thread.

$Oracle(ORCL)$ What more could you ask for? A quadruple beat on earnings, the lowest price in 3 months and year over year, layoffs announced, no equity-based capex expense going forward, no promoter selling, huge backlogs, and US government support.

$Oracle(ORCL)$ Last Friday's volume was 74M, and the latest session came in at 42M, nearly half of that. To me, that's another sign selling pressure has dropped significantly, and I think ORCL could slowly work its way back toward the 170s by this Friday. I also got in at 143.5 and I'm not too worried about it.

$Oracle(ORCL)$  rejected the premarket high, then broke the 34/50 cloud and premarket low, confirming the gap-fill setup toward yesterday’s high. Yesterday’s high aligned with the MTF cloud bounce, creating a clean and repeatable setup.

$Microsoft(MSFT)$  Breaking above $500 on that massive 38GW data center buildout news. Aggressive 0DTE call sweeps are piling in, pushing it up about 2.6% today and about 3.2% over the last 5 days. Around $1.9M in options premium today, and 94% of it is in at or near the money call sweeps around $500 to $505. Intraday longs might catch the momentum wave here, but risk needs to stay tight if those 0DTE flows start to unwind. Options flow is nearly balanced with 49% puts, and big players are still hedging downside with October and mid-2027 put blocks. Swing traders might want to consider defined risk bullish plays instead of going all in.

$Oracle(ORCL)$  Good news for shareholders. Legacy tech OpEx is being converted directly into high margin AI infrastructure. Oracle is tightening its belt to accelerate cloud capacity and support massive enterprise demand. Leaner operations plus surging AI backlog points to major wins for shareholders down the road. The structural bull case is still completely intact.

$Microsoft(MSFT)$  Hyperscalers are mixed in premarket trading. META, GOOGL, and MSFT are up slightly, while SPCX, AMZN, and ORCL are down slightly.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$  Looking at 38 gigawatts of data center capacity by 2032. There's a chance they've been quietly managing Sam Altman, Elon Musk and Amodei into buying all their chips while supply stays constrained.

$Oracle(ORCL)$ This is starting to look like a buy. Price is trading at the support area marked on the chart, with the 200-week moving average and the volume point of control acting as additional support. Holding around $144 would be the spot I'd consider for a preliminary entry.

$Oracle(ORCL)$  Dario isn't a trader or market analyst, so that angle doesn't really hold up. Bears seem to be reaching here.

$Oracle(ORCL)$  I used to work at Oracle, so I get the business and what they are building. I know its real value right now. This stock feels like a manipulation experiment. The noise does not mean much if you know what you own.