To The Moon

$Microsoft(MSFT)$ It feels like it's about time to start dollar-cost averaging in. I think any large move to the downside will likely get bought up fairly quickly.

$Microsoft(MSFT)$ 470 with patience.

$Oracle(ORCL)$  We're seeing a significant relief signal. After facing pressure for 12 straight days, the bulls have finally managed a green daily candle. The selling appears to have stopped, and the conditions might be in place for a potential reversal.

$Oracle(ORCL)$ It seems like Wall Street might just wait for everyone to sell at breakeven and then push it straight to $1,000.

$Oracle(ORCL)$ I'm waiting for the bottom to add more.

$Prime Medicine, Inc.(PRME)$ $Oracle(ORCL)$  $AeroVironment(AVAV)$ $Equinox Gold Corp.(EQX)$ $NextDecade Corporation(NEXT)$ I'm putting together a portfolio I call the great rotation, focusing on a few key areas: genetic medicine, hyperscalers, autonomous drones, gold miners, and LNG exports.

$Oracle(ORCL)$  Oracle seems to be rolling out new AI agent applications at a rapid pace, every few days. The potential for AI to handle routine supply chain tasks is significant, representing major efficiency gains for businesses. The setup looks solid: the enterprise data is already in Oracle's systems, the software is already running on their platform, and now they're applying these AI agents to help users improve operations. That seems like a good position for both Oracle and its enterprise customers. Some call it customer concentration risk because the underlying tech involves OpenAI, but these agents are essentially leveraging the same ChatGPT backend. The end user is still Oracle's customer, so that conce

$Oracle(ORCL)$ They just dropped two major bombshells, and now the stock is back to $300.

$Oracle(ORCL)$  At 140, it looks daily oversold. The risk/reward is skewing long here for $CleanSpark, Inc.(CLSK)$  and IBIT.

$Oracle(ORCL)$ Those who held through the tough period might see the stock reach $350 by year-end.