$Oracle(ORCL)$ Great news. I hope this carries into continued upward momentum through earnings season next month. It has been stuck in a rut since September, but I am holding no matter what.
$Oracle(ORCL)$ Now there's a fresh reason for buyers to show up. FT is reporting a roughly 7B Tencent deal for 100,000 AI chips, with 30 percent paid upfront, though those terms are reported rather than company confirmed.
Kuehne + Nagel announced a comprehensive, multi-year strategic collaboration with $Amazon.com(AMZN)$ , running up to 7 years. Beyond traditional e-commerce freight forwarding and retail logistics, the agreement expands into managing end-to-end supply chain infrastructure for AWS. Under the extended agreement, K+N will handle full lifecycle logistics for AWS data center infrastructure. The scope covers construction logistics, server and equipment deployment, ongoing maintenance, power and cooling infrastructure transit, and hardware upgrades. Amazon will have an option to purchase existing shares of Kuehne+Nagel, with the acquisition conditional upon meeting commercial milestones and providing services for a period of up to seven years. This c
QNT.XLess than a million QUANT left on exchanges. Volume on the big move up was 1.5b+ in a single day. Theoretically, the supply could be zeroed out with 250m, which is just a fraction of the daily volume from a few days ago. If you don't think this can hit 5-10k, you're not understanding the story here. Working with $Oracle(ORCL)$ and the clearing house (top 25 global banks) $Goldman Sachs(GS)$ JPM. Supply is nearly gone.
$Amazon.com(AMZN)$ That 15-20% earnings pop is completely gone. No surprise the stock has only moved about 40% over the past five years. A 3% bounce between now and Wednesday would be enough for me to cash in on my 300-400% gains from two-day swings.
$ServiceNow(NOW)$ $Oracle(ORCL)$ They are really taking a beating right now. Still, I have strong conviction that both of these will be over $300 in the near future.