ORACLE JUST REPORTED EARNINGS | Q2 2025 • Revenue: $16.1B vs $16.21B est • Cloud Revenue: $8.0B • Adjusted EPS: $2.26 vs $1.64 est • EPS: $2.10 • Adjusted Net Income: $6.6B vs $4.76B est • Net Income: $6.1B • Adjusted Operating Income: $6.7B vs $6.81B est Oracle delivered a massive adjusted EPS and net income beat, supported by continued strength in cloud.

t’s happening. $TSLA is setting up for a massive continued breakout into 2025. The institutions have just loaded tens of millions worth of $TSLA $930 calls today for June earlier today. $500+ is incoming by the end of this year. Mark my words

$NVIDIA Corp(NVDA)$  NVDA's CEO has sold more than $400 million worth of stock in the last 6 weeks alone. that's ~3.4 million worth of shares or just above 1% of total shares outstanding of $NVDA. To me, when insiders sell this many it's a sign that, in the short term, the stock has topped.

$Tesla Motors(TSLA)$   Upside: 1/ EV adoption +20%-25% per yr 2/ EPS est trend likely to bottom 4Q 3/ Fed starts cutting int rates in Sept 4/ Higher FSD take rates/licensing deal 5/ $25K-$30K Compact launch FY’25 6/ Energy profits could 10x by 2030 7/ TSLA likely first to market with unsupervised generalized robotaxi FY’25 8/ Optimus production begins FY’26 Downside: 1/ Judge McCormick likely to again reject Elon’s 2018 comp plan; DE Supreme Court timing 2025 2/ Auto gross margins ex-reg credits may not have bottomed 3/ 10/10 robotaxi event unlikely to live up to its hype 4/ TSLA at highest P/E in two years 5/ Regulatory risk on FSD/Autonomy

$NVIDIA Corp(NVDA)$  🚨BREAKING🚨 $NVDA'S PROJECTED EARNINGS ARE OFF THE CHARTS…. ▪ REVENUE EXPECTED TO REACH $28.7B (+113%) ▪ EPS SOARING TO $0.64 (+138%)

Deepseek caused $NVDA to drop from $142 to $114. NVDA bounced back to 143 two weeks later. $PLTR dropped from $125 to $95 on Pentagon budget cut news. This sell off was an overreaction. This budget cut will create more efficiency with spending and more gov't funds will be allocated to $PLTR. $PLTR to 130 coming after this consolidation ends.

Throwback to November 2022 when Nvidia $NVDA was trading at $15 ($136 today) $META was trading at $90 ($615 today) Tesla $TSLA was trading at $180 ($393 today) Amazon $AMZN was trading at $90 ($219 today) Apple $AAPL was trading at $140 ($237 today) Microsoft $MSFT was trading at $220 ($420 today) Google $GOOGL was trading at $85 ($192 today)

Pre market on the up trend but it doesn’t matter until J Powell speak at 10am (Jackson Hole). We might be in for a surprise big dip as he will likely be repeating what he said in previous meeting, like we need to see more data before any cut rate.$S&P 500(.SPX)$  

 At an investor meeting, Jensen Huang $NVDA commented on the timeline for quantum computing advancements, stating, "We're probably somewhere between -- in terms of the number of qubits, order of -- five or six orders of magnitude away. And so if you kind of said 15 years for very useful quantum computers, that'd probably be on the early side. If you said 30 is probably on the late side. But if you picked 20, I think a whole bunch of us would believe it." Following his remarks, quantum computing stocks dropped significantly after hours, with $RGTI down 13%, $QUBT down 13%, $IONQ down 10%, and $QBTS down 14%.