$Oracle(ORCL)$ It's down about half a percent. Honestly, I see that as a good position opportunity at $140. Any positive news and this could really take off.

$Intel(INTC)$  Honestly, I kind of want them to keep the price down before earnings. I'd feel a lot more confident going into the report if it doesn't run up first.

$Oracle(ORCL)$ The stock price is actually lower now than it was before the company announced any deal with OpenAI. It seems like there's literally zero upside priced in for the revenue from those massive OpenAI deals. And Oracle already has the purchase orders from OpenAI. So that revenue is on its way.

$SPDR S&P 500 ETF Trust(SPY)$ $Bank of America(BAC)$ $Invesco QQQ(QQQ)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ The S&P 500 is now up 43% since Bank of America advised going short.

The Fed's new AI task force is out, with big names like Andreessen on board. The core question they're looking at is whether AI will help lower inflation or add to it. Williams has already pointed to rising power and chip costs. Meanwhile, $Invesco QQQ(QQQ)$ , $SPDR S&P 500 ETF Trust(SPY)$ , SPX, and $iShares Russell 2000 ETF(IWM)$  are all sitting right on their stacked moving averages, with the uptrend still intact.

The market closed higher as risk appetite returned. The main driver was continued strength in semiconductor names, with chip stocks extending their recent momentum and helping lift the broader indexes. $SPDR S&P 500 ETF Trust(SPY)$  is holding firm as buyers continue to support the broader market trend. $Invesco QQQ(QQQ)$  is showing strength, likely due to renewed demand in technology and AI-related names. $SPDR Dow Jones Industrial Average ETF Trust(DIA)$  is participating in the move, though growth stocks remain the main focus. On the macro side, headlines around potential Iran negotiations helped ease some uncertainty. The key question now is

$Oracle(ORCL)$ Selling shares at this level might bring the same regret as those who sold Intel under $25 last year. By the end of the year, they could be looking back with some frustration.

$Intel(INTC)$  It feels like we're holding what's arguably the most sought-after stock out there. The way it looks, certain players are pulling out all the stops to try and take it out of the retail market. To me, it seems they're after it because they believe it could be worth $1,000 in five years.

Gimme back $Intel(INTC)$  116 and $Oracle(ORCL)$  149

$NVIDIA(NVDA)$ $Oracle(ORCL)$ $Amazon.com(AMZN)$ $Invesco QQQ(QQQ)$ Investors will eventually have to move past the idea that AI is just a repeat of the 2001 dotcom bubble. At some point, the market will reprice these companies to reflect their actual value, and that should mean significant gains for those holding shares now.

$Invesco QQQ(QQQ)$  The rally has been quite strong recently, with the market breaking through the 50, 20, and 5-day moving averages. It's been a notable move.

$Oracle(ORCL)$  The slow load today gave another opportunity at $138 and under.

$Intel(INTC)$ It's had a nice bounce from the 104 levels and has been holding up despite the Iran news. Consolidating above VWAP looks like a good sign. The question now is whether we can close above 110.

$Oracle(ORCL)$  The risk/reward looks favorable at this support level. I'd expect a bounce from here.

$Intel(INTC)$ The price seems incredibly low to me. I think there's a chance it could go over $200. It looks like a winner.

$Intel(INTC)$  Bulls are still waiting for a positive trading day on this stock.

$SPDR S&P 500 ETF Trust(SPY)$ I thought war was a good thing for QQQ.

$Oracle(ORCL)$ Piper Sandler's view is that Oracle's AI cloud revenue growth might be stronger than many expect.

$Intel(INTC)$ $250+ by the end of the year.

$Oracle(ORCL)$ If there's a rotation from chips to hyperscalers, that could really drive this up.