$Oracle(ORCL)$ Short interest has moved up to 2.9% of float now. As far back as I can scroll, the previous peak I can find was 2.3% of float back in July 2021.

$Oracle(ORCL)$  If it can hold at this level and close above $135 by the end of the week, we will be...

$Oracle(ORCL)$ That looked like a final shakeout to clear out weak hands and swing traders. From here, I think there's a path to ride this toward $300. Price targets from reputable analysts range from $300 to $400. I plan to just sit on my hands and hold until we get there.

The fastest path to long-term wealth is accumulating great companies when the market gives you a discount. $Oracle(ORCL)$  is a $260 stock trading at $120. $Rocket Lab USA, Inc.(RKLB)$  is a $120 stock trading at $67. $Atlassian Corporation PLC(TEAM)$  is a $180 stock trading at $81. $Netflix(NFLX)$  is a $100 stock trading at $68. Great businesses at attractive prices are where patience can pay off. I'm looking to focus on names that are setting up in strong groups.

$Oracle(ORCL)$ The $Alphabet(GOOGL)$  earnings are a solid, indisputable proof that the cloud computing business is absolutely booming. Oracle is the leader in the data center cloud computing business.

$Gorilla Technology(GRRR)$ $Oracle(ORCL)$  Over the past five years, Google has consistently been one of the top three most successful companies. They're investing in AI infrastructure capex as aggressively as possible and have stated they want to do even more. So, either Google has suddenly lost its mind, or Oracle and others are making the right moves. The recent sell-off in Oracle seems completely overdone.

$Oracle(ORCL)$ It's generally not a great idea to bet against the company that pioneered the entire industry. No risk means no reward, and Larry seems to understand that principle very well.

$Oracle(ORCL)$  It seems like the shorts have had their run. Now the pressure is coming the other way.

$Tesla Motors(TSLA)$  A shred of better-than-expected news on robotaxi or Optimus, and this could shoot up 30% in a week. Earnings are on Wednesday.

$Oracle(ORCL)$ One thing I've noticed in the market is the recognition for quality and oversold companies. Regardless of the day's broader moves, if something is seen as quality and oversold, it tends to attract buyers. I'm not completely certain about where ORCL stands on that scale, but from where I stand, it feels more like it fits the "quality and oversold" category.

$Oracle(ORCL)$ A lot of the short sellers getting too greedy might end up pushing this back up, in my view. I'm still looking to add more at $118 if it reaches that level. It seems like institutions can't really build a large position without shaking out the leveraged traders and the less committed retail holders.

$Oracle(ORCL)$  Still holding Oracle, with price targets around $300, $350, and $400.

$Oracle(ORCL)$ This selloff has likely priced in most of the AI bubble and debt concerns. I think the downside is limited now, and I'm still confident ORCL can finish above $250 this year. Before the AI boom started to take off in 2024, Oracle was trading around $125–130. The recent price action has essentially reset the stock to its mid-2024 levels, as if none of the subsequent developments occurred. Revenue has nearly doubled. Cloud revenue has seen strong growth for multiple quarters. AI demand has exploded. There's a $638B backlog from AI customers, including OpenAI. Some AI infrastructure is already built and ready to convert into revenue. The market seems to be pricing Oracle as if none of this exists, which is why it looks extremely un

$Oracle(ORCL)$  To the shorts who have been manipulating this, it looks like those days are coming to an end.

Comparing $Palantir Technologies Inc.(PLTR)$  to $Oracle(ORCL)$  is a wild valuation exercise. Palantir has about 4,000 employees, while Oracle has around 140,000—more than 30 times as many. Yet $Palantir Technologies Inc.(PLTR)$ 's market cap is approaching Oracle's (around 400B), even though Oracle generates roughly 15 times the annual revenue. So the market values each PLTR employee at tens of millions, while assigning a much lower valuation per employee to Oracle. PLTR clearly has stronger growth, better operating leverage, and more AI momentum. But when a company with ~4,000 employees is valued nearly the same as a global software giant with 1

$Oracle(ORCL)$ Didn't META get the same treatment when Zuckerberg initially revealed their capex projections? Now look at Meta's stock and market cap. Oracle will surge higher at some point.

$Oracle(ORCL)$  I caught a few 139.50's.

$Oracle(ORCL)$ It seems like every dip is a buying opportunity at this point. We're seeing higher highs and higher lows, and I think there's a chance we could get back to $300 before Christmas.

$Oracle(ORCL)$ What are the shorts even aiming for at this point? It feels like the stock has already bottomed out. Trying to squeeze more out of it seems pointless now. From my perspective, it's a time to go long, and only consider shorting again if the situation changes later.

This solar stock looks like it might be setting up for a rebound. After a pretty relentless 32% pullback, similar to what we saw with other beaten-down names like $Oracle(ORCL)$ , it's now approaching an area where buyers could start stepping in. The price is testing some minor support and could be forming a potential double-bottom setup. The big question is whether bulls can defend this zone and trigger a momentum reversal. A short-term 10-15% bounce wouldn't be surprising if volume returns and sentiment improves. I'm watching $First Solar(FSLR)$  closely for a possible turnaround setup.