$ORCL 20261218 180.0 PUT$ dammmmmn. What's happening to oracle!!!

AI Selloff = Opportunity? My 2-Week Watchlist After going through the weekend news, recent AI selloff, upcoming Big Tech earnings and the next two weeks of catalysts, I’m not rushing to buy everything that dropped. My thesis: the AI trade is expanding beyond GPUs into the entire infrastructure stack: Compute → Memory → Networking → Optics → Data Centres → Power → Physical AI Here’s my current watchlist: SHORT PUT / happy to own if assigned: QQQ • GOOGL • ETN • MU • CEG I’m looking mainly at conservative OTM strikes rather than chasing high premiums. The goal is to collect premium OR acquire companies I want at a lower effective price. Short-term rebound watch: MU • COHR • CRDO • RKLB These have seen meaningful corrections, but I don’t currently see the underlying AI-infrastructure thesis a

AI’s Next Bottleneck Isn’t GPUs — It’s Power The AI trade may be entering its next phase: from chips to infrastructure. Everyone knows the AI story: More models → more GPUs → more data centers. But the bottleneck is changing. As AI clusters become larger and power-hungry, the question increasingly becomes: Can the physical infrastructure deliver enough electricity, cooling and networking to run them economically? That’s where I think investors should start looking beyond the obvious AI names. 
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 💡 Why this idea? AI data centers are becoming increasingly power intensive. The investment chain is evolving: AI models → GPUs → networking → power → cooling → data centers This creates an interesting second-order opportunity. Instead of trying to predict which AI model wins, investors can look

🚨 ALPHA PULSE: KLARNA ($Klarna Group plc(KLAR)$  Most investors still see Klarna as a “Buy Now, Pay Later” company. I think that is becoming an outdated way to look at it. The more interesting question is: 👉 Can Klarna become a global digital commerce + payments platform, using its consumer data, merchant network and AI to monetize the entire shopping journey? That is the thesis I’m watching. ━━━━━━━━━━━━━━━━━━ 🧠 1. ECOSYSTEM FIRST ━━━━━━━━━━━━━━━━━━ Klarna sits inside a much larger ecosystem: CONSUMER ↓ DISCOVERY ↓ AI-POWERED SHOPPING ↓ PAYMENTS ↓ CREDIT ↓ MERCHANT SERVICES ↓ ADVERTISING This is much bigger than simply “Pay in 4”. Klarna has been expanding beyond payments into banking, shopping and merchant services. Its latest reported figu

$Sea Ltd(SE)$  well Well Well, days are good!!!

🚨 Alpha Pulse: Palantir (NASDAQ: PLTR) – Earnings Day Deep Dive Today is one of the most important days for Palantir investors. The company reports Q2 FY2026 earnings after market close (Aug 3). While many are calling it “Q3” because we’re already in the third calendar quarter, this is Palantir’s fiscal Q2 earnings release. (Business Wire⁠) ⸻ Alpha Pulse Rating 🟢 Long-Term (5-10 Years): 9.8/10 🟡 Short-Term (Next 2 Weeks): High Volatility Expected post-earnings move from the options market is approximately ±10%. (Investopedia⁠) ⸻ Why This Earnings Matters Palantir is no longer just a government contractor. It is becoming one of the largest AI Operating System companies globally. The market is trying to answer only one question: Can Palantir keep growing faster than AI expectations? Anythi

Wohoooo But I missed the bus

$SanDisk Corp.(SNDK)$ wohooo Samdisk the wayyyy 

$IBM$  everyone should pump in funds, there is no way IBM can lose its shine. It's a staple company --