$Oracle(ORCL)$ I was pointing out buying and holding in a long-term account around $115, and I'd say the same thing again — buy and hold shares in a long-term account. Oracle's aggressive investments should pay off, and this could become a monster in the years ahead. It starts with a solid earnings report showing how they can generate serious profit from the data center investments along with their other businesses. Some people called Larry's approach gambling. He's not gambling. He's positioning Oracle for the kind of compounding, accelerated growth that AI can deliver. Demand is compounding, and profits should follow.
Stocks to watch closely this week: $SanDisk Corp.(SNDK)$ on memory/storage demand and AI infrastructure, $NVIDIA(NVDA)$ as the AI chip leader and a read on overall sector sentiment, $Constellation Energy Corp(CEG)$ for data-center power demand and the electricity theme, and $Oracle(ORCL)$ on AI cloud infrastructure plus OpenAI exposure. These names have shown strong momentum and are worth keeping on the radar for continuation setups, pullbacks, breakouts, and confirmation.
$Oracle(ORCL)$ Bulls are getting the better of it this week. Bears probably have nothing to show here, I doubt many of them actually have positions on.
$Carnegie Clean Energy Ltd.(CWGYF)$ PacWave South officially opened off the coast of Oregon. It is a meaningful step for wave energy in North America. As a pre-permitted, grid-connected test site, it creates a clear path for utility-scale testing and commercial validation of wave energy technologies like CETO in the US.
$Oracle(ORCL)$ Cautious here. It needs to hold the overnight gains into the Tuesday trading session. If it does, we could have some big days on Tuesday. All we need is one big day.