$Oracle(ORCL)$  Oracle just locked in another big long-term government contract. A nearly $7B, 10-year enterprise software deal covering the Pentagon, Coast Guard, and U.S. intelligence agencies, running through 2036. The consolidated contract is expected to bring major efficiency gains and save taxpayers at least $441M. Adds another layer to Oracle's growing cloud and enterprise software momentum, strengthening its position in mission-critical government infrastructure.

$Oracle(ORCL)$  Looking at Oracle's credit default swap chart, it initially shot up and that sent the share price from the $340s down to the $130s. Then after February 2026 it dipped a bit, which took the price from the $130s to the $250s as the market read that as credit concerns fading. That small uptick since June, combined with the recent S&P credit downgrade, pushed the price from the $250s down to the $120s. It's not like they're in some kind of crisis. What gets me is Oracle has full control over their business. All they have to do is accept slightly less business, digest through the debt they have, and that credit default concern goes down while the share price goes up. $400+. That's why I'm not worr

$Oracle(ORCL)$  Similar to the wave of major layoffs across the tech sector since 2023, driven by companies integrating AI into their own operations, large institutions outside Silicon Valley now have a strong incentive to automate and streamline their own corporate bloat. Oracle is already deeply embedded in this landscape through its database infrastructure and systems of record. There's a long and increasingly profitable runway ahead for integrating AI with all of that.

$Alphabet(GOOGL)$ Excluding the paper gains from SpaceX and Anthropic, Alphabet's core EPS comes in at $2.85, which is pretty close to the $2.88 forecast. Most analysts tend to back out those massive unrealized gains from their calculations. Leaving a $98 billion paper gain in the numbers artificially inflates the reported EPS and can obscure the significant cash burn and CapEx happening in Google Cloud and Search infrastructure right now. If you strip out that roughly $98 billion net unrealized gain from non-marketable equity securities—which includes the Anthropic revaluation and SpaceX markup—the adjusted results look quite different on a GAAP versus non-GAAP basis. The reported GAAP EPS is $10.82, which includes that paper gain. But the

$Oracle(ORCL)$ The share price in 2023 was a green check. Google announced increased capital expenditures due to huge compute demand, which is another green check. From where I stand, Oracle is starting to look like a bit of a snack.

$Oracle(ORCL)$ The stock is getting close to a monthly support level. It looks oversold, so I'm watching for a bounce. I'm looking to accumulate at these levels.

Four AI stocks that look heavily discounted at current levels: $Oracle(ORCL)$  at $124. The company has one of the world's largest data ecosystems and is becoming a major player in AI infrastructure. Growth expectations are still strong, but the valuation is around 15x forward earnings. $ServiceNow(NOW)$  at $102. It's essentially the backbone for enterprise AI workflows. Growth is starting to pick up again, management is confident, and the stock is still about 60% below its highs. $CoreWeave, Inc.(CRWV)$  at $79. This is one of the fastest-growing names in the NeoCloud space, with huge AI demand, a large backlog, strong margins, and backing from NV

$Oracle(ORCL)$ It's hard to tell with Larry Ellison. I've always liked his approach.

$Oracle(ORCL)$ Seeing a 20% rally in a single day often signals the bottom could be in.

$Oracle(ORCL)$  Just looking at Oracle's long-term fundamentals here. The current market cap is $364B, with a massive RPO backlog of $638B. Revenue is projected to grow at a 31% CAGR through FY2030, and demand for cloud compute and infrastructure keeps accelerating. The long-term growth runway looks significant.

$Palantir Technologies Inc.(PLTR)$ Imagine shorting Oracle with max leverage at $107 two weeks ago.

$Oracle(ORCL)$ The valuation gap is getting interesting. Oracle's cloud backlog is at $553B, while its market cap is around $351B. That leaves a gap of over $200B, which is close to 40% of the total backlog value. A large part of this backlog is linked to AI cloud demand, including major commitments with OpenAI. The market is still trying to figure out how much of this future revenue growth is already priced into the stock. AI infrastructure spending remains the key story to watch for ORCL.

$Oracle(ORCL)$ The Saline Township Board of Trustees voted 5-0 in a special meeting to reverse their previous cap on Oracle's data center tax break. The board granted a 12-year, 50% Industrial Facilities Exemption Certificate for the full $43.1 billion in proposed investment, rather than limiting it to the initial $4.8 billion estimate.

$Klarna Group plc(KLAR)$ $PayPal(PYPL)$ $SoFi Technologies Inc.(SOFI)$ $Oracle(ORCL)$  If Klarna reaches $50+, you might look back and wish you had bought at $19.

$Oracle(ORCL)$ The doom and gloom posts about Oracle are getting a bit over the top. It's as if some bears think the company has suddenly become a failing business just because the stock sold off on concerns about debt, capex, and financing. In reality, Oracle is still reporting explosive cloud growth, has a massive contracted backlog, and is winning strategically important government cloud projects—like Japan's secure, air-gapped cloud initiative. Could the stock stay volatile or even go lower in the near term? Sure, that's possible. But the notion that ORCL will never recover is pretty hard to take seriously. This is a profitable global tech leader, not some speculative company with no revenue. I'm not saying it hits $200 right away, but ov

$Oracle(ORCL)$  At around a $362 billion market cap, Oracle looks very cheap. Its current free cash flow is being weighed down by AI infrastructure spending, but that capital expenditure is building assets against a $638 billion backlog. If free cash flow eventually reaches $50 billion to $100 billion, Oracle could justify a $1 trillion to $2 trillion valuation. The market seems to be pricing the construction cost right now, not the cash-generating machine being built.

$Oracle(ORCL)$ Looks very oversold to me, and it feels like it could bounce back at any point. The daily MACD and the bullish divergence on the Williams %R are pointing in the same direction.

$Netflix(NFLX)$ I think the financials will look solid again. I'm planning to keep waiting and adding more until this starts to climb, similar to what I've done with MSFT.

$Microsoft(MSFT)$ To me, that IBM letter felt like a gift from the market to let shorts cover. It seems like the stock could have easily hit 420 otherwise.

$Microsoft(MSFT)$ Keeping an eye on $Yelp(YELP)$  and MSFT. They've been showing some positive movement lately. Any thoughts on where they might be headed?