To The Moon

$Microsoft(MSFT)$ Microsoft's capex discussion alone could weigh on the stock. I like MSFT, but there's clearly some investor nervousness around spending levels right now. To me, that sets up a buy-the-dip opportunity.

$NVIDIA(NVDA)$ Looks like they just bailed out OpenAI with debt financing. $Oracle(ORCL)$  will be getting their money, so no need to panic. $200 incoming, lol.

$Oracle(ORCL)$ Nvidia reportedly backing $250B of financing for OpenAI's AI infrastructure is incredibly bullish for Oracle. The reason is that capital has been the biggest constraint on AI infrastructure, not demand. If financing gets unlocked, Oracle can speed up hyperscale data center expansion, deploy more GPUs, convert its massive backlog into revenue faster, and solidify its position as one of OpenAI's key cloud partners. AI demand was never the bottleneck. Financing was. If this plays out, it's a game changer.

$Oracle(ORCL)$ The NVDA news looks pretty significant for Oracle. The sell-off was largely driven by debt concerns and the fact that most of the backlog is tied to OpenAI. With financing no longer looking like an issue, the whole bearish debt narrative essentially disappears.

$Oracle(ORCL)$ Oracle Cloud Infrastructure seems to be taking a different approach to building data centers compared to AWS and Microsoft Azure. Instead of the traditional model of constructing massive custom facilities from scratch, OCI is using a highly standardized, prefabricated construction method. The idea is that data centers become modular blocks that can be replicated pretty much anywhere in the world, which apparently lets them move faster than their competitors.

$Microsoft(MSFT)$ Microsoft is already in bear market territory, and it has been beaten down quite a bit already. Bill Ackman is a major holder. Permabear Michael Burry has gone long on MSFT with 2028 LEAPS calls. That guy has basically lived in a cave since the '08 crisis, and even he came out to bet on MSFT. We are sitting right near the 200 DMA. All this panic around one of the most established companies on the planet feels overdone. I think we surpass $700.

$Oracle(ORCL)$ This has been massively overdue for a squeeze. The move from $240 to $115 without any real bounce is hard to take seriously. At this point, a mean reversion to at least $150+ in the next month or two seems like a reasonable expectation.

$Oracle(ORCL)$  Oracle just locked in another big long-term government contract. A nearly $7B, 10-year enterprise software deal covering the Pentagon, Coast Guard, and U.S. intelligence agencies, running through 2036. The consolidated contract is expected to bring major efficiency gains and save taxpayers at least $441M. Adds another layer to Oracle's growing cloud and enterprise software momentum, strengthening its position in mission-critical government infrastructure.

$Oracle(ORCL)$  Looking at Oracle's credit default swap chart, it initially shot up and that sent the share price from the $340s down to the $130s. Then after February 2026 it dipped a bit, which took the price from the $130s to the $250s as the market read that as credit concerns fading. That small uptick since June, combined with the recent S&P credit downgrade, pushed the price from the $250s down to the $120s. It's not like they're in some kind of crisis. What gets me is Oracle has full control over their business. All they have to do is accept slightly less business, digest through the debt they have, and that credit default concern goes down while the share price goes up. $400+. That's why I'm not worr

$Oracle(ORCL)$  Similar to the wave of major layoffs across the tech sector since 2023, driven by companies integrating AI into their own operations, large institutions outside Silicon Valley now have a strong incentive to automate and streamline their own corporate bloat. Oracle is already deeply embedded in this landscape through its database infrastructure and systems of record. There's a long and increasingly profitable runway ahead for integrating AI with all of that.