$Chevron(CVX)$  Microsoft $Microsoft(MSFT)$  and Chevron $Chevron(CVX)$  have just signed a 20-year deal to supply natural-gas power for a planned data center in West Texas. Bloomberg says it could be one of the largest in the U.S. At first glance, it looks like just an energy contract, but it feels more significant than that. You don't usually see hyperscalers and energy majors locking in supply this far ahead unless the demand is already very real. What stands out to me: - A 20-year energy commitment directly tied to AI data center buildout - Microsoft essentially pre-booking power capacity at an industrial scale - Chevron moving deeper into long-d

$Oracle(ORCL)$ Quick take: - Explosive RPO growth from AI cloud wins. - The recent selloff has created an entry point. - If PCE data cools the hawkish vibes, there's rebound potential to $210+. It's a high-conviction AI infrastructure name, but keep an eye on the debt and capex. I'm sizing it small for now.

$Oracle(ORCL)$ I think it could hit $90 first, then consolidate back around $180 for two years before ripping up to $300-400.

$Oracle(ORCL)$ Still holding Oracle and ServiceNow. Enterprise tech spending continues to evolve, and both companies remain well positioned. Staying patient.

$Oracle(ORCL)$  $Salesforce.com(CRM)$  continues to look attractive to me. Enterprise software is deeply embedded in business operations, which gives these companies resilience even when market uncertainty rises.

$Oracle(ORCL)$  Bounced nicely off 180, offering excellent risk vs reward entries.

$Oracle(ORCL)$ The bulls who've been around since the $135 days have already studied every emotion and hole in your strategy. That's why it's going up.

$Oracle(ORCL)$ $Palantir Technologies Inc.(PLTR)$ Once the impatient and fearful retail investors are shaken out, the algos can rip this stock up by $20 at any moment. Historical data shows that most of a stock's gains occur during just 5% of the time, while the other 95% is mostly noise. That's why only long-term investors are able to capture the biggest profits.

$Oracle(ORCL)$ This could hit $210 in the next 30 days, provided nothing crazy happens with Iran.

$Oracle(ORCL)$ Jensen just said that Oracle is the next trillion-dollar company.

$Oracle(ORCL)$ Undervalued. Worth 400. Growth is massive. A cheap AI stock.

$Microsoft(MSFT)$  Sold all my $UnitedHealth(UNH)$  to buy more cheap shares.

$ServiceNow(NOW)$ $SAP SE(SAP)$ $Salesforce.com(CRM)$ $Oracle(ORCL)$ Third, share repurchases support shareholders. The board authorized an additional $5 billion buyback program and announced a significant accelerated repurchase plan, helping offset dilution and potentially boosting earnings per share over time. Fourth, the long-term target is ambitious. Management is targeting more than $30 billion in subscription revenue by 2030, roughly double the expected 2026 run rate. McDermott has even referred to that target as a conservative scenario. Fifth, proven leadership. McDermott previously led SAP throug

$ServiceNow(NOW)$ $Oracle(ORCL)$  $Salesforce.com(CRM)$ $SAP SE(SAP)$ Here are a few more points about ServiceNow. Point 4: Backlog of Future Revenue. Their remaining performance obligations, essentially contracted future revenue, stand at around $27.7 billion, up roughly 25% year-over-year. That provides strong visibility into future growth. Point 5: High Customer Stickiness. ServiceNow sits at the center of mission-critical workflows for major enterprises. Once implemented, switching away is expensive and disruptive, creating a powerful moat. Point 6: Expanding Beyond IT.

$ServiceNow(NOW)$ $Oracle(ORCL)$ $SAP SE(SAP)$ $Salesforce.com(CRM)$ A few things stand out to me about ServiceNow. First, the consistent 20%+ revenue growth. For a company of its size, maintaining that subscription revenue growth rate is impressive. Q1 2026 subscription revenue grew 22% year-over-year, and management raised the full-year guidance. Second, the massive AI tailwind. CEO Bill McDermott has repeatedly stated that AI is the largest growth catalyst the company has ever seen. AI products are becoming additive to revenue rather than replacing existing business. Third, AI revenue itself is explod

$Netflix(NFLX)$ $Microsoft(MSFT)$  $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ When in doubt, buy quality stocks at heavily discounted prices and stay patient. These are market leaders and will be popular again. Add a little on each dip and just wait it out.

$Oracle(ORCL)$ 195The key battleground is around this level. If it can break through convincingly, $210 comes into focus quickly. That's when FOMO kicks in and the chase higher begins.

$Oracle(ORCL)$ It keeps doing the same thing: run up into earnings, gap on the print, then chop the believers around. The pattern is so familiar that the move barely surprises anyone anymore.

$Oracle(ORCL)$  Hoping to get to 200 plus.

My take this week is straightforward: stick with AI momentum and follow where the strength already is. $NEBIUS(NBIS)$  - buy zone around $240, high-beta AI infrastructure leader. $IREN Ltd(IREN)$  - buy zone around $60, power + AI compute exposure still trending. $CoreWeave, Inc.(CRWV)$  - buy zone around $90, core neocloud beneficiary. $Qualcomm(QCOM)$  - buy zone around $201, AI edge + mobile cycle support. $Oracle(ORCL)$  - buy zone around $192, cloud + enterprise AI monetization story. This isn't random positioning—it's the ongoing AI capex wave expa