$Oracle(ORCL)$ Most of the bad news is already priced in, and any positive news could push the share price higher. So I'm staying with it.

$Oracle(ORCL)$ Hoping to see this above $200 by Friday. Short sellers should just pack it up.

$Oracle(ORCL)$  Down 24% over the past 3 months and 32% over the past year. There are a lot of gaps to fill up there.

$Oracle(ORCL)$ I was pointing out buying and holding in a long-term account around $115, and I'd say the same thing again — buy and hold shares in a long-term account. Oracle's aggressive investments should pay off, and this could become a monster in the years ahead. It starts with a solid earnings report showing how they can generate serious profit from the data center investments along with their other businesses. Some people called Larry's approach gambling. He's not gambling. He's positioning Oracle for the kind of compounding, accelerated growth that AI can deliver. Demand is compounding, and profits should follow.

$Oracle(ORCL)$ Oracle's investment in OpenAI is already showing signs of generating significant returns.

$Oracle(ORCL)$ Guggenheim just came out with a new target of 400 for Oracle, joining Bernstein at 325, Cantor at 284, and Mizuho at 320.

Stocks to watch closely this week: $SanDisk Corp.(SNDK)$  on memory/storage demand and AI infrastructure, $NVIDIA(NVDA)$  as the AI chip leader and a read on overall sector sentiment, $Constellation Energy Corp(CEG)$  for data-center power demand and the electricity theme, and $Oracle(ORCL)$  on AI cloud infrastructure plus OpenAI exposure. These names have shown strong momentum and are worth keeping on the radar for continuation setups, pullbacks, breakouts, and confirmation.

$Oracle(ORCL)$  Bulls are getting the better of it this week. Bears probably have nothing to show here, I doubt many of them actually have positions on.

$Carnegie Clean Energy Ltd.(CWGYF)$ PacWave South officially opened off the coast of Oregon. It is a meaningful step for wave energy in North America. As a pre-permitted, grid-connected test site, it creates a clear path for utility-scale testing and commercial validation of wave energy technologies like CETO in the US.

$Oracle(ORCL)$  Cautious here. It needs to hold the overnight gains into the Tuesday trading session. If it does, we could have some big days on Tuesday. All we need is one big day.

$Oracle(ORCL)$ The selloff after last earnings was really just about the increase in capital expenditures. Then someone like Michael Burry sees that weakness and goes in for the kill, dragging the stock down further. I think we run up into earnings this week, and if they don't raise capex again, there could be another hundred dollar increase from Thursday's close.

$Oracle(ORCL)$ $Microsoft(MSFT)$  OpenAI Astra scored 99.9% on ARC-AGI-3. Jensen Huang posted that GPT-6 Astra was trained on roughly 100K+ NVIDIA Grace Blackwell NVLink72, and noted the jump from ChatGPT to o1 to Astra happened in 4 years. He also mentioned 400K GPUs are coming online next. ORCL MSFT.

$Oracle(ORCL)$ Bears still holding puts alongside Burry? That's not working out too well, just like LULU.

$Oracle(ORCL)$  The 1.2B watt data center in Texas should be finished by the end of the year. Once that happens, $200 a share will look cheap. It should also give earnings a big boost by March 2027. Good luck to everyone holding long.

$Oracle(ORCL)$ 170 before earnings. 190 on Sep 11. It should rally into earnings, and I think it beats. After that it could keep marching higher.

$Oracle(ORCL)$  Palantir's market cap is nearly the same as Oracle's? Look at the assets, revenue, and earnings. This should trade around 350 to 400.

$Oracle(ORCL)$ I really hope it crosses $200 after earnings on September 10, 2026.

$Oracle(ORCL)$  Most undervalued AI infrastructure stock right now. AI-related earnings keep beating and raising across the board.

No need to rush here. $Microsoft(MSFT)$  has a lot of resistance around that 480 area. A low-volume pullback looks like a technical correction toward a support zone.

$Amazon.com(AMZN)$  When this runs, it's going to be epic. There's going to be a lot of chasing. I can feel it in my bones.