The “Trump Basket” Is Quietly Moving Again, $ORCL $CRCL $NOK at Key Inflection Points 🚀
Markets are increasingly rotating beyond semis into the broader AI infrastructure stack, where capital is flowing into overlooked “second-order” beneficiaries — from cloud and data centers to payments and telecom.
Within this evolving theme, names like $ORCL, $CRCL, and $NOK are emerging as high risk-reward setups tied to the next phase of AI monetization and infrastructure expansion.
1. $Oracle(ORCL)$
- lowkey a big part of the "trump basket"
- everybody seems to have forgotten about it
- openAI partnership
- stargate project
- $Dell Technologies Inc.(DELL)$ (+ other trump favs) ripping
- clean r/r
Entries: ~$190
Stop: daily close under $175
Target: $270+ this year.
ORCL currently $192.
2. $Circle Internet Corp.(CRCL)$
- i really like
- higher lows since feb
- bunch of catalysts (genius, clarity)
- payment rails for ai agents??
- attractive r/r
- *the* leader in stablecoins
entres: ~$110
stop: daily close under $100
looking for $175+,
CRCL currently @ $115.
3. $Nokia Oyj(NOK)$
- adding again (first adds were @ $6, see below)
- $NVIDIA(NVDA)$ is invested
- anduril connection
- super strong chart
I think this can go ballistic.
Target = $20+
Risk = daily close under $13
Currently @ $14.18 on NOK.
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