To The Moon

$Oracle(ORCL)$ Oracle can link over 51,000 Nvidia GPUs into a single, unified supercomputer cluster with less than 2 microseconds of latency. For a company like OpenAI, this means models train weeks faster, compute costs drop drastically, and Nvidia's cutting-edge chips operate at their absolute maximum theoretical performance limit.

$Oracle(ORCL)$  Looking past all the debt drama and short seller noise, this feels like a generational buying opportunity.

Deep-discount opportunity forming? $Oracle(ORCL)$  is consolidating around the $120.00-$121.50 bottoming zone while the market digests concerns about negative FCF and elevated debt levels. The key catalyst is still cloud infrastructure monetization. If cloud growth accelerates and debt concerns ease, the long-term valuation reset could become significant, opening a potential multi-year growth path. Technically, buyers seem to be defending a key support area. The next confirmation would come from volume expansion and a right-side breakout.

$Oracle(ORCL)$ Google's massive $45 billion quarterly spend on infrastructure really highlights how the demand for AI data centers is far beyond what's currently available. This supply shortage seems to confirm Oracle's strategy of rapidly expanding OCI and forming multi-cloud partnerships, which could position them to benefit from a lot of the overflow demand.

$Oracle(ORCL)$ Google is also making a massive CAPEX investment in AI infrastructure. Companies like Oracle and Google aren't just throwing money away without a reason. It seems a bit misguided to suggest otherwise.

$Alphabet(GOOG)$ $Oracle(ORCL)$  $Broadcom(AVGO)$ $Qualcomm(QCOM)$ $NVIDIA(NVDA)$ Google's earnings looked solid. Oracle, Broadcom, Qualcomm, and the other AI hyperscalers could see some positive movement.

$Oracle(ORCL)$ I'm looking to add to my position on any pullbacks going forward.

$Oracle(ORCL)$ I'm up about $25k in profit, and I'm holding until it reaches $180.

$Oracle(ORCL)$ The stock still looks very cheap to me, with $135 looking like a reasonable target for this week.

$Oracle(ORCL)$ 113The stock is at -$110 this week. The target for next week is $135-$145.