$Oracle(ORCL)$  It's trading at around a 24x P/E with EPS near $5.94. The 7-year average P/E is closer to 29x, and the cycle low has been around 12x. If the 2030 consensus EPS materializes, the setup could allow for either multiple expansion or earnings-driven upside. From a valuation perspective, it looks below its longer-term average, so it doesn't appear stretched here.

$Oracle(ORCL)$ I think it could be back above $200 before long.

$APPLIED DIGITAL CORP(APLD)$ There's still a sixth site, DF3, that should be leased soon, likely for another 210MW of IT compute to match the other building in Alabama, or maybe 150MW. Similar to how $Oracle(ORCL)$  was eventually confirmed in an APLD filing, I think we might hear soon that $Meta Platforms, Inc.(META)$  is the mystery tenant for the third campus, and possibly the fourth one too. Job postings for both Mobile, AL and Brookwood, AL are up now. There's also an RFS for another 75MW at PF1-2 coming in about a month, which would bring the live capacity to 250MW right around the earnings date. Revenue from this new 150MW PF1-2 RFS won't be

$Oracle(ORCL)$  145 to 146 close would be good for us tomorrow. Put an end to these red days.

$Oracle(ORCL)$ Back at $138 again. It bounced from this level three times back in March and April. Today, it looked like buyers were stepping in around $138–139, and it managed to hold into the close. From where I stand, hopefully this is the last test before the trend finally turns around.

$Oracle(ORCL)$ It seems a lot of people who bought between $250 and $150 over the past month kept getting stopped out on the way down. Below $140, a significant number of the last desperate retail holders probably threw in the towel. I'm hoping for a reversal after the holiday.

$Oracle(ORCL)$  I don't think it stays under $150 for long. The projection for 2029 is a $200B market cap, but the market cap should really be more like $1.5 trillion to $2 trillion, or maybe even higher.

$Oracle(ORCL)$  I had a small position coming in, but I've quadrupled it and will likely add more. I've been trading this stock on and off since December 2025 and made some nice profits. I wasn't in it for the recent dive, not because I predicted it, just happened to be in other positions. From my research, I see fair value around $250 plus. I don't think it will go and stay much lower. It might test the $133 to $136 support level, but if it does, I expect a bounce from there and I'll keep buying. From here, the setup looks good to me—realistically, I see 50% to 100%+ upside with what I'd estimate is about 10% downside.

$Oracle(ORCL)$  long 20,500 shares 145

$Oracle(ORCL)$ My take on Oracle: I have a small position right now, but there's a reason I haven't gone all in. I think there's a really good chance ORCL trades above $200 in the next 12 months, but that doesn't mean it can't go to $110 first. For those who loaded up above $200, the coming period could be tough. I think this is a decent price to start a position, and you can add a bit each week if you believe in the company. I do, but I'm also aware of the risks. For those who are believers, why sell now when it's a much better deal than it was last month?

$Ouster Inc.(OUST)$  is showing explosive momentum today, with a strong upside move and high-beta participation across the robotics theme. From a technical perspective, the sequence is clean: break of prior structure highs, controlled pullback into the 8 EMA, and then continuation back toward new highs. That's classic trend continuation behavior in a strong tape. Moves like this often happen when a sector narrative starts expanding beyond early leaders. Robotics is starting to attract more flow and attention as a broader AI-physical systems theme. The forward-looking catalyst traders are watching is simple: if large-scale robotics deployment accelerates (including potential $Tesla Motors(TSLA)$ 

A reminder of what you own with $Oracle(ORCL)$ : a $638B cloud backlog, up 363% year-over-year; 93% YoY cloud infrastructure growth; and 98% of AI data center capacity fully contracted. Let the day-traders stress over a few down days. The multi-year structural transformation is completely unstoppable.

$Oracle(ORCL)$ End of day pop to over 150, looks like a base is built.

$Tesla Motors(TSLA)$ $Sunrun(RUN)$  just announced a pretty interesting distributed energy partnership, with a scale of 16 GW. What stands out to me is that it's not about building new infrastructure, but about using existing home batteries and smart devices to provide grid capacity. 16 GW potential No new land or water needed ~300 MW already live in Virginia Feels like Tesla is slowly turning the home into a power node.

$Tesla Motors(TSLA)$  Aesthetic or functional films can be placed into the mold before the coating is injected. Electronic films, heating elements, lighting elements, sensors, or adhesion-promoting films can end up embedded inside the finished panel, rather than being added afterward. That's the real factory magic at Tesla: finishing moves upstream until "painting" is no longer a separate step. The deeper innovation isn't just a paint-free panel. It's the moment the car's outer skin stops taking a detour through the factory and starts leaving the mold already dressed for the road.

$Oracle(ORCL)$ Big money has already shown you where their position is.

$Oracle(ORCL)$ 180 is a key support level for this stock. When it hit 250, I was sure a correction was coming, just not this deep. I bought at 210 and I'm underwater now. The main issue is that it follows Microsoft too closely and carries too much debt. Long term, I'm still bullish and I think it could have a solid run in the autumn. Remember, it only took a few days to jump from 190 to 250 before.

$Oracle(ORCL)$ With Independence Day approaching, might we see a patriotic rally and a run up to $230?

$Oracle(ORCL)$  The after-hours panic sellers are doing exactly what Wall Street wants. The algos create fear, and the crowd hands over their shares at a discount.

$Oracle(ORCL)$  Undervalued, with analyst upgrades and solid fundamentals. Backlog of 638 billion. Impressive growth.