MartinBrown
MartinBrown
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avatarMartinBrown
09-10 23:11
$GoPro(GPRO)$ green candle party at GoPro
avatarMartinBrown
09-10 06:52
$Oracle(ORCL)$ If I know Larry Ellison the way I think I do, he's going to make sure this thing has one hell of a story on the conference call.
$Oracle(ORCL)$ Before earnings, the algorithms can push the price around however they like. After earnings, I think we see it above $190.
$Oracle(ORCL)$  Honestly, I wish I had more cash on the sidelines. It seems pretty clear this one is going to fly.
$Oracle(ORCL)$ Looks like the market really likes OpenAI's new model. We just broke through resistance at 160. Wouldn't be surprised if we surged another 3% to total 6%.
$Oracle(ORCL)$ ORCL earnings are this week, Thursday September 10. OpenAI astra has momentum, and there's good news around it. ORCL's future is tied to OpenAI. Now it's up to ORCL management to deliver results and run a solid earnings call. For once I'd like to see management actually prepared when they host these calls. That includes the two co-CEOs who have been missing in action. Show up prepared, be optimistic. Defend the stock against short sellers the way Alex Karp did when Burry was involved. And the new CFO? Don't come across lost in the woods like last quarter. Build a better relationship with Wall Street and institutions. As for Ellison, he's been absent. Didn't attend the last earnings call. Does he have something more important go
$Oracle(ORCL)$  From where I stand, the question isn't whether to go short or long. It's whether this ends up at $190 or $240.
$Tesla Motors(TSLA)$  I'm adding more this week. Shorts, bears, and fudsters can keep playing their games through Wednesday. Staying long and strong.
$Oracle(ORCL)$ The manipulation dip and bear trap have played out. Now it's about whether the real re-rating starts heading into earnings and beyond.
$Oracle(ORCL)$ Looking at how Dell responded today, it feels to me like Oracle is going to be just fine as well. That is the impression I get from James Lebenthal's take.
$Oracle(ORCL)$ How is Oracle not trading up when $Dell Technologies Inc.(DELL)$ , $NVIDIA(NVDA)$ , and $SUPER MICRO COMPUTER INC(SMCI)$  just posted blowout earnings? Citi also issued a $330 price target on it. Wall Street runs a circus show.
$Micron Technology(MU)$ $Tesla Motors(TSLA)$ No worries, it looks like it's pretty much bottomed out. I'm just going to hold, since these tend to bounce back once the smoke clears. Still too early for a Fed-driven crash.
$Oracle(ORCL)$ I said it before, those shorts look weak and useless. They'll likely cover and get out of the way. Getting ready for the run, and I'm adding here.
$Oracle(ORCL)$ Checked earlier and was excited about the chance to get a 20-day SMA buy in the 137s, but it's not looking as promising now. We'll see how it plays out.
$Oracle(ORCL)$ The proof is in the pudding. Selling volume has slowed down over the last 3 sessions. The next 3 will be very important.
$Oracle(ORCL)$ The cheaper it gets, the more attractive it becomes. Some deep-pocketed buyers are likely to step in soon, and shorts will feel the pain.
On March 21, Elon's Terafab news hit. On March 26, $Rum Group Inc(RUM)$  brought in Mike Masci, a 20-year $Intel(INTC)$  data center veteran, as CFO. That timing doesn't look random. It looks like a company getting positioned for real AI infrastructure execution. $Intel(INTC)$ , $SpaceX(SPCX)$ , and $Tesla Motors(TSLA)$  all seem to point toward the same theme: massive compute, massive power, massive fab demand. Right on cue, $Rum Group Inc(RUM)$  put a legit $Intel(INTC
$Oracle(ORCL)$  All these "experts" having opinions about an AI bubble kind of contradicts the whole idea. Comparing this to the 2008 subprime mortgage mess, where the same people were committing fraud and writing mortgages to people who should never have gotten money, is insane to me. I lived through that era and this is nothing like it. AI is real. It's literally changing how companies operate on a daily basis, and these people keep scaring retail. If everyone is talking about a bubble, then it's not one.
$Oracle(ORCL)$  After a few drinks on a Greek island, I promised my girlfriend I'd marry her if the stock hits $400. I know, that kind of decision-making could probably land me a spot on the board or management team. My feeling is that I'll end up fulfilling that promise by the end of next year, and I'm pretty skeptical about the whole thing, lol.

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