$Oracle(ORCL)$ This is the kind of stock where you probably need to be ready to hold for three years to really capture the full upside. I think it eventually breaks above its previous all-time high of $334. Right now, the debt narrative is weighing the whole thing down. If cash flow turns positive within the next two quarters, today's valuation is going to look unbelievably cheap in hindsight. $Palantir Technologies Inc.(PLTR)$ $Intel(INTC)$ $Microsoft(MSFT)$

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