$Oracle(ORCL)$  Down 10% in two days without any company-specific news. I'm planning to add more going forward.

$Oracle(ORCL)$ Pulling back to $140, then skyrocketing to $180.

$Oracle(ORCL)$ Oracle closed Q4 FY2026 with $638 billion in RPO, up 363% year over year. That is contracted, committed revenue. Four customers each signed for more than $8 billion in Q4 alone, and Oracle inked $67 billion in AI infrastructure contracts in the quarter. Of that pipeline, $75 billion is structured as bring-your-own-hardware or customer-prepaid, which shifts capital risk off Oracle's balance sheet while preserving margin.

$Oracle(ORCL)$  Oracle has been embedded in the computer world for a long time, well before the AI boom. For decades it has helped businesses, banks, governments, and critical systems run behind the scenes, which makes it part of the backbone of the global digital economy. While AWS, Microsoft and Google compete aggressively in cloud and AI infrastructure, Oracle brings something unusually broad to the table: world-class databases, cloud and AI infrastructure, enterprise software, and Java, with more than 73 billion Java Virtual Machines running worldwide. Oracle is now building the massive computing power, data storage, and high-speed infrastructure needed to run and scale AI. Oracle didn't become important bec

Looking at the market right now, I honestly can't find better stocks to buy than $Oracle(ORCL)$  and META.

$Rum Group Inc(RUM)$ $Rum Group Inc(RUM)$ $Reddit(RDDT)$ $Oracle(ORCL)$  Per acquisition disclosures, Northern Data is estimated to bring in $825 mm to $1.2 billion in cloud revenue. Rumble is about to do nearly $2 billion in revenue in 2026, or 8x what they did in 2025. That looks like hyper growth.

$Oracle(ORCL)$  Oracle is positioned as the leading sovereign cloud infrastructure provider for the Fourth Industrial Revolution, handling sensitive enterprise and military data. The current valuation doesn't fully capture that role, since traditional metrics miss its position as a pre-authorized compliance wrapper for high-security environments and post-quantum encryption standards. Demand from organizations that need secure cloud boundaries for AI should drive meaningful revenue growth through year-end 2026. From 2027 through 2030 and beyond, Oracle's sovereign cloud regions could collect ongoing mandatory fees as the preferred host for government and enterprise AI runtimes.

$Oracle(ORCL)$  At these prices, I can't find a better stock with a realistic path to 2-3X in 12-18 months while also having a low probability of losing 50% from here. Other stocks with 2-3X potential could just as easily drop 50% from today's levels.

$Oracle(ORCL)$ The shorting phase seems done. It was already over about 2-3 weeks ago. Now it looks like those shorts are flipping long again. This thing should retest $300.

$Oracle(ORCL)$  My last alert was around 115, which lined up with the daily demand zone. The first target is still 157.9 to 169.8, which would be a 40%+ gain from there. If that area gets tested before earnings, I plan to hold about half my position through the report.

$Oracle(ORCL)$  $150 is back in play. Seeing a close above $155 would be a nice way to wrap up the day.

$Oracle(ORCL)$ $CoreWeave, Inc.(CRWV)$ Results point to one thing: all these companies are spending money to make money. AI compute demand looks bigger than ever. No cloud, no AI.

$Oracle(ORCL)$  I rode this one from 145 down to 113 and back to 136, got out with a modest gain from averaging down on calls. After waiting and watching the dip, I'm back in. I think $200 is absolutely possible by late September if the market cooperates and earnings come in strong.

Big Tech's AI spending is hitting levels you rarely see in modern history. $Amazon.com(AMZN)$  $Alphabet(GOOGL)$  $Meta Platforms, Inc.(META)$  $Microsoft(MSFT)$  $Oracle(ORCL)$  are estimated to push CapEx to 2.4% of U.S. GDP in 2026, up roughly 1 percentage point from 2025. For some context, broadcasting and telecom companies spent about 1.0% of GDP on CapEx back in 1999, right at the peak of the Dot-Com investment boom. And the spending isn't slowing. By 2027, Big Tech CapEx is projected to reach 3.1% of GDP, more than double the 1.4% recorded in 202

$Oracle(ORCL)$  It looks like a lot of short-side stop-loss orders are concentrated in the $150.50 to $152 range. If that zone gets taken out, the next obvious level to watch would be $165.

$Oracle(ORCL)$  Call flow was strong last week. ORCL held the 144 resistance and broke out to $147. If it can reach 150, there's a chance it pushes toward 160-165 going forward. Plenty of solid new deals in the pipeline. Capex fears seem to be fading, and that makes sense. MSFT earnings were a big positive for ORCL and helped ease those capex concerns. This isn't some small player spending cash — ORCL is a giant with a ton of revenue streams.

$Uber(UBER)$ Gross Bookings up 24%, EBITDA up 33% year-over-year, and TTM free cash flow just crossed $10B for the first time in the company's history. They're still holding around 60% share in markets where Waymo keeps expanding. Doesn't look like a company losing the AV war to me — more like a company quietly printing cash while the narrative says otherwise. Meanwhile $Oracle(ORCL)$  is sitting at 17.8x forward earnings, roughly 29% below its 3-year average. Looks cheap on paper, but the discount is there because the AI capex is real, and the market seems to want proof it actually converts to earnings, not just backlog.

$Oracle(ORCL)$ holding above the 200-week after a three-wave pullback. Late shorts might be getting squeezed.

$Oracle(ORCL)$ Oracle just landed a $400 million federal contract for HR modernization, with a clear AI focus. I'd be pretty happy if the stock gets to $300 next year.

$Oracle(ORCL)$ The key thing to watch is when Oracle's four massive cloud data centers currently under construction will be completed and when they start converting backlog into actual cash flow. Once even one of these data centers is finished and operating at full capacity, cash flow could quickly turn from negative to positive — and that is when both Oracle's valuation and stock price could take off. $Palantir Technologies Inc.(PLTR)$