$Oracle(ORCL)$ It seems like every dip is a buying opportunity at this point. We're seeing higher highs and higher lows, and I think there's a chance we could get back to $300 before Christmas.
$Oracle(ORCL)$ What are the shorts even aiming for at this point? It feels like the stock has already bottomed out. Trying to squeeze more out of it seems pointless now. From my perspective, it's a time to go long, and only consider shorting again if the situation changes later.
This solar stock looks like it might be setting up for a rebound. After a pretty relentless 32% pullback, similar to what we saw with other beaten-down names like $Oracle(ORCL)$ , it's now approaching an area where buyers could start stepping in. The price is testing some minor support and could be forming a potential double-bottom setup. The big question is whether bulls can defend this zone and trigger a momentum reversal. A short-term 10-15% bounce wouldn't be surprising if volume returns and sentiment improves. I'm watching $First Solar(FSLR)$ closely for a possible turnaround setup.
$Oracle(ORCL)$ 138Statistically, this looks like the bottom. Hitting the stop-loss here could turn out to be a costly move. Near major bottoms, fear tends to peak. That's often when the big money benefits most from panic selling. Whether it's a few cents or even a dollar lower after hours, each shakeout feels designed to squeeze out the last weak hands before the trend reverses. I think there's a good chance we'll be back above $145 in the next day or two.
A large bullish trade on $Oracle(ORCL)$ : $2.4M went into the 147 calls expiring 7/31. The stock is only down 2.4% for the day, so it seems someone is positioning for a rebound. This kind of heavy call flow often stands out when the broader tape is weak.
$Oracle(ORCL)$ It's trading at around a 24x P/E with EPS near $5.94. The 7-year average P/E is closer to 29x, and the cycle low has been around 12x. If the 2030 consensus EPS materializes, the setup could allow for either multiple expansion or earnings-driven upside. From a valuation perspective, it looks below its longer-term average, so it doesn't appear stretched here.
$APPLIED DIGITAL CORP(APLD)$ There's still a sixth site, DF3, that should be leased soon, likely for another 210MW of IT compute to match the other building in Alabama, or maybe 150MW. Similar to how $Oracle(ORCL)$ was eventually confirmed in an APLD filing, I think we might hear soon that $Meta Platforms, Inc.(META)$ is the mystery tenant for the third campus, and possibly the fourth one too. Job postings for both Mobile, AL and Brookwood, AL are up now. There's also an RFS for another 75MW at PF1-2 coming in about a month, which would bring the live capacity to 250MW right around the earnings date. Revenue from this new 150MW PF1-2 RFS won't be