$Salesforce.com(CRM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $Intel(INTC)$ $UiPath(PATH)$ There's a case for a significant rally in software stocks. Looking at CRM and PATH, both are trading at forward P/E ratios under 10. The combination of defensive qualities and growth potential suggests substantial value. A major upward move could be coming. These companies are implementing AI in what seems like a measured way, and their balance sheets are strong, comparable to some chip stocks but without the same high valuations. CRM has a $50 billio
$Oracle(ORCL)$ The correction seems to be nearing its end. The major shift towards cloud infrastructure is happening now, which should strengthen Oracle's position as a strong player with significant long-term growth potential. Looking at the charts, the near-term downside target is around $119.00, while the longer-term structural upside points to $678.37. It's a key story to watch.
$Intel(INTC)$ Continues to show strength. It retraced on low volume during the semiconductor pullback while holding short-term moving averages. Semis remain the leading sector.
$Invesco QQQ(QQQ)$ It successfully reclaimed its key upward trendline during today's session. With this structural recovery, the chart looks poised to potentially retest its previous all-time highs.
$Oracle(ORCL)$ Still not catching a bid even as the broader market pushes new highs. Down about 40% from the early June highs, and the market is clearly still pricing in uncertainty around AI capex intensity and near-term margin pressure. But that same spending is also what supports the long-term growth framework the management is laying out. At around 18x forward earnings, the setup is starting to look more like a valuation versus execution debate than a pure growth de-rating. The bull case hinges on: • A $638 billion backlog, with about $344 billion expected to convert over roughly 3 years. • Approximately 31% revenue CAGR guidance through 2030. If execution stays intact, this type of reset can age very differently in hindsight. This is a p
$Intel(INTC)$ Cramer says Intel is going to $200. He likes Intel better because its CPUs are now a hot AI commodity. AI computing is shifting from training to inference, especially for agentic AI systems that can complete tasks autonomously. Training LLMs needs the power of Nvidia's GPUs — and increasingly, competing custom chips. But the day-to-day use of agentic systems requires a lot of CPUs to complete tasks. I'm not a big fan of Cramer, but I find the $200 call interesting.