$Oracle(ORCL)$ I said it before, those shorts look weak and useless. They'll likely cover and get out of the way. Getting ready for the run, and I'm adding here.
$Oracle(ORCL)$ Checked earlier and was excited about the chance to get a 20-day SMA buy in the 137s, but it's not looking as promising now. We'll see how it plays out.
$Oracle(ORCL)$ The cheaper it gets, the more attractive it becomes. Some deep-pocketed buyers are likely to step in soon, and shorts will feel the pain.
On March 21, Elon's Terafab news hit. On March 26, $Rum Group Inc(RUM)$ brought in Mike Masci, a 20-year $Intel(INTC)$ data center veteran, as CFO. That timing doesn't look random. It looks like a company getting positioned for real AI infrastructure execution. $Intel(INTC)$ , $SpaceX(SPCX)$ , and $Tesla Motors(TSLA)$ all seem to point toward the same theme: massive compute, massive power, massive fab demand. Right on cue, $Rum Group Inc(RUM)$ put a legit $Intel(INTC
$Oracle(ORCL)$ All these "experts" having opinions about an AI bubble kind of contradicts the whole idea. Comparing this to the 2008 subprime mortgage mess, where the same people were committing fraud and writing mortgages to people who should never have gotten money, is insane to me. I lived through that era and this is nothing like it. AI is real. It's literally changing how companies operate on a daily basis, and these people keep scaring retail. If everyone is talking about a bubble, then it's not one.
$Oracle(ORCL)$ After a few drinks on a Greek island, I promised my girlfriend I'd marry her if the stock hits $400. I know, that kind of decision-making could probably land me a spot on the board or management team. My feeling is that I'll end up fulfilling that promise by the end of next year, and I'm pretty skeptical about the whole thing, lol.
$Oracle(ORCL)$ I respect Michael Burry and his skepticism, but his view that AI demand will dry up or that GPU replacement costs aren't factored into financial models feels like a pretty naive read on how tech firms have historically made upfront investments, weathered negative cash flows as markets mature, and then built massive moats — Amazon, Google, Meta, Microsoft, and others come to mind. Financially, Oracle's big bet might look like pushing all its chips in, but the CFO and executives running the company, along with the teams at Microsoft and Amazon, see real ROI and a financial model backed by a massive, real backlog of demand. That gives them confidence that their capital expansion will translate into