To The Moon

$Intel(INTC)$ Hard to see how INTC doesn't come out as a big winner in this trade war.

$Oracle(ORCL)$  There is a lot of noise on X about Oracle being the next bubble, and shorts are pushing the fear narrative hard. ORCL debt yields have obviously risen, which gives them some ammunition to potentially trigger a panic. Having seen this kind of setup for 20+ years, I could see a capitulation where retail throws in the towel and we test the lows again before a new catalyst brings it back up. Short term, you know what you signed up for, but longer term I see this company as a 2-3T market cap.

$Oracle(ORCL)$ The daily charts don't faze me. I've been buying consistently in the $130-$150 range. I know where this is heading over the long term, I know what the future is going to look like. My eyes are on the horizon.

$SUPER MICRO COMPUTER INC(SMCI)$ This looks like an indirect win for SMCI. $Dell Technologies Inc.(DELL)$  and $Hewlett Packard Enterprise(HPE)$  apparently could not deliver on time for $Oracle(ORCL)$  Project Jupiter.

My take on why the market is down. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  Treasury yields pushed higher, with the 10-year moving above 5%, putting pressure on growth and tech stocks. Oil prices are climbing again, raising concerns about inflation and the impact of the Iran situation. $BREAKWAVE TANKER SHIPPING ETF(BWET)$  $Breakwave Dry Bulk Shipping ETF(BDRY)$  Meanwhile, stronger-than-expected economic data is creating another problem: investors are questioning whether the Fed can ease rates as quickly. Stocks recently pushed toward record highs, so investors are taking some profits. T

$Oracle(ORCL)$ Oracle is balancing rapid AI and cloud growth with heavy layoffs and rising capital spending. Recent reports point to more than 2,500 U.S. job cuts in 2026. I say growth.

$Intel(INTC)$ "Where there is fear, get greedy" — and if you think you can predict, chart, or forecast the market, remember that you can't.

$Oracle(ORCL)$  Still holding its support area and trading above the 200WMA. Patiently waiting for a break of $152.15 before going long.

$Quantum Computing Inc.(QUBT)$ The borrow rate on those 64 million short shares is now at 17%. Shorts have made things difficult for longs for quite a while, and it feels like the pressure might be shifting. I'm not selling for pennies when the upside could be much larger. $Invesco QQQ(QQQ)$ 

$Grab Holdings(GRAB)$ These numbers are very interesting. I've been digging deeper into Grab Holdings, and the underlying growth is getting my attention. - 54M monthly transacting users - Revenue: +22% YoY - On demand GMV: +21% YoY - Adjusted EBITDA: +54% YoY - Financial Services revenue: +59% YoY - Loan portfolio: +197% YoY to $2.3B - $5.4B in net cash - $450M trailing 12-month Adjusted FCF Management is also targeting significant growth through 2028, with 30%+ revenue CAGR and approximately $1.7B in Adjusted EBITDA. At roughly $3 per share, I think GRAB deserves a much closer look. The bigger question for me is whether Grab can continue scaling into the dominant consumer and financial services platform across Southeast Asia.