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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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Technologies Inc.\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> (+ other trump favs) ripping</p>\n<p>- clean r/r</p>\n<p>Entries: ~$190</p>\n<p>Stop: daily close under $175</p>\n<p>Target: $270+ this year.</p>\n<p>ORCL currently $192.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/703dced39180ca9d447b9c1905ffe235\" tg-width=\"1544\" tg-height=\"842\"><span> </span></p>\n<h2 id=\"id_139798700\">2. <a data-mention-id=\"CRCL\" class=\"teditor-mention\" data-mention-name=\"Circle Internet Corp.\" href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a></h2>\n<p>- i really like</p>\n<p>- higher lows since feb</p>\n<p>- bunch of catalysts (genius, clarity)</p>\n<p>- payment rails for ai agents??</p>\n<p>- attractive r/r</p>\n<p>- *the* leader in stablecoins</p>\n<p>entres: ~$110</p>\n<p>stop: daily close under $100</p>\n<p>looking for $175+,</p>\n<p>CRCL currently @ $115.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/e2e559355f700184378f8a120b6a9c79\" tg-width=\"1199\" tg-height=\"739\"><span> </span></p>\n<h2 id=\"id_1158638164\">3. <a data-mention-id=\"NOK\" class=\"teditor-mention\" data-mention-name=\"Nokia Oyj\" href=\"https://ttm.financial/S/NOK\">$Nokia Oyj(NOK)$</a></h2>\n<p>- adding again (first adds were @ $6, see below)</p>\n<p>- <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> is invested</p>\n<p>- anduril connection</p>\n<p>- super strong chart</p>\n<p>I think this can go ballistic.</p>\n<p>Target = $20+</p>\n<p>Risk = daily close under $13</p>\n<p>Currently @ $14.18 on NOK.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/79b784e4aa7fabb2b7454c295cf371e3\" tg-width=\"1468\" tg-height=\"892\"><span> </span></p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left;\">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.</p>\n<p style=\"text-align: left;\">Within this evolving theme, names like $ORCL, $CRCL, and $NOK are emerging as high risk-reward setups tied to the next phase of AI monetization and infrastructure expansion.</p>\n<h2 id=\"id_152905816\">1. <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"Oracle\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a></h2>\n<p>- lowkey a big part of the \"trump basket\"</p>\n<p>- everybody seems to have forgotten about it</p>\n<p>- openAI partnership</p>\n<p>- stargate project</p>\n<p>- <a data-mention-id=\"DELL\" class=\"teditor-mention\" data-mention-name=\"Dell Technologies Inc.\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> (+ other trump favs) ripping</p>\n<p>- clean r/r</p>\n<p>Entries: ~$190</p>\n<p>Stop: daily close under $175</p>\n<p>Target: $270+ this year.</p>\n<p>ORCL currently $192.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/703dced39180ca9d447b9c1905ffe235\" tg-width=\"1544\" tg-height=\"842\"><span> </span></p>\n<h2 id=\"id_139798700\">2. <a data-mention-id=\"CRCL\" class=\"teditor-mention\" data-mention-name=\"Circle Internet Corp.\" href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a></h2>\n<p>- i really like</p>\n<p>- higher lows since feb</p>\n<p>- bunch of catalysts (genius, clarity)</p>\n<p>- payment rails for ai agents??</p>\n<p>- attractive r/r</p>\n<p>- *the* leader in stablecoins</p>\n<p>entres: ~$110</p>\n<p>stop: daily close under $100</p>\n<p>looking for $175+,</p>\n<p>CRCL currently @ $115.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/e2e559355f700184378f8a120b6a9c79\" tg-width=\"1199\" tg-height=\"739\"><span> </span></p>\n<h2 id=\"id_1158638164\">3. <a data-mention-id=\"NOK\" class=\"teditor-mention\" data-mention-name=\"Nokia Oyj\" href=\"https://ttm.financial/S/NOK\">$Nokia Oyj(NOK)$</a></h2>\n<p>- adding again (first adds were @ $6, see below)</p>\n<p>- <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> is invested</p>\n<p>- anduril connection</p>\n<p>- super strong chart</p>\n<p>I think this can go ballistic.</p>\n<p>Target = $20+</p>\n<p>Risk = daily close under $13</p>\n<p>Currently @ $14.18 on NOK.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/79b784e4aa7fabb2b7454c295cf371e3\" tg-width=\"1468\" tg-height=\"892\"><span> </span></p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></p></body></html>","text":"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. 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Target = $20+ Risk = daily close under $13 Currently @ $14.18 on NOK. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! 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