$Oracle(ORCL)$ Looking at how Dell responded today, it feels to me like Oracle is going to be just fine as well. That is the impression I get from James Lebenthal's take.

$Oracle(ORCL)$ How is Oracle not trading up when $Dell Technologies Inc.(DELL)$ , $NVIDIA(NVDA)$ , and $SUPER MICRO COMPUTER INC(SMCI)$  just posted blowout earnings? Citi also issued a $330 price target on it. Wall Street runs a circus show.

$Micron Technology(MU)$ $Tesla Motors(TSLA)$ No worries, it looks like it's pretty much bottomed out. I'm just going to hold, since these tend to bounce back once the smoke clears. Still too early for a Fed-driven crash.

$Oracle(ORCL)$ I said it before, those shorts look weak and useless. They'll likely cover and get out of the way. Getting ready for the run, and I'm adding here.

$Oracle(ORCL)$ Checked earlier and was excited about the chance to get a 20-day SMA buy in the 137s, but it's not looking as promising now. We'll see how it plays out.

$Oracle(ORCL)$ The proof is in the pudding. Selling volume has slowed down over the last 3 sessions. The next 3 will be very important.

$Oracle(ORCL)$ The cheaper it gets, the more attractive it becomes. Some deep-pocketed buyers are likely to step in soon, and shorts will feel the pain.

On March 21, Elon's Terafab news hit. On March 26, $Rum Group Inc(RUM)$  brought in Mike Masci, a 20-year $Intel(INTC)$  data center veteran, as CFO. That timing doesn't look random. It looks like a company getting positioned for real AI infrastructure execution. $Intel(INTC)$ , $SpaceX(SPCX)$ , and $Tesla Motors(TSLA)$  all seem to point toward the same theme: massive compute, massive power, massive fab demand. Right on cue, $Rum Group Inc(RUM)$  put a legit $Intel(INTC

$Oracle(ORCL)$  All these "experts" having opinions about an AI bubble kind of contradicts the whole idea. Comparing this to the 2008 subprime mortgage mess, where the same people were committing fraud and writing mortgages to people who should never have gotten money, is insane to me. I lived through that era and this is nothing like it. AI is real. It's literally changing how companies operate on a daily basis, and these people keep scaring retail. If everyone is talking about a bubble, then it's not one.

$Oracle(ORCL)$  After a few drinks on a Greek island, I promised my girlfriend I'd marry her if the stock hits $400. I know, that kind of decision-making could probably land me a spot on the board or management team. My feeling is that I'll end up fulfilling that promise by the end of next year, and I'm pretty skeptical about the whole thing, lol.

there she goes - finally $Defiance Daily Target 2X Long ORCL ETF(ORCX)$  $Direxion Daily ORCL Bull 2X ETF(ORCU)$  $Oracle(ORCL)$ 

$Oracle(ORCL)$ Looking at the revenue and profit growth trajectory over the last 3 years, this should be way over $200.

$Oracle(ORCL)$  I respect Michael Burry and his skepticism, but his view that AI demand will dry up or that GPU replacement costs aren't factored into financial models feels like a pretty naive read on how tech firms have historically made upfront investments, weathered negative cash flows as markets mature, and then built massive moats — Amazon, Google, Meta, Microsoft, and others come to mind. Financially, Oracle's big bet might look like pushing all its chips in, but the CFO and executives running the company, along with the teams at Microsoft and Amazon, see real ROI and a financial model backed by a massive, real backlog of demand. That gives them confidence that their capital expansion will translate into

$SpaceX(SPCX)$ The real question is when SPCX will be ready to acquire TSLA. We know the purchased company tends to go up, but this one feels a bit odd because Elon is involved. Go figure.

$SpaceX(SPCX)$ $Tesla Motors(TSLA)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ Insiders and early investors are holding their shares.

$Oracle(ORCL)$  Looking at the levels and a possible bottom pattern here. I'm long $Defiance Daily Target 2X Long ORCL ETF(ORCX)$ , got in from 15, and it's now at 21.7. I'd like to hang on a while longer.

$Palantir Technologies Inc.(PLTR)$ A rational short would have cut the loss at the open. Anyone who has been adding to a losing short position all day is playing with fire now. $Oracle(ORCL)$ 

$Oracle(ORCL)$ The first target is at $141.8, which is an untested zone. I plan to close half of the last position that I entered below $115.6, though my overall average is higher since the initial entry was at $129.5. The weekly chart, as I posted on Friday, had a bullish catalyst, so it should eventually go higher. The attached charts show the resistance levels.

$Tesla Motors(TSLA)$ Nio At an 80 percent BaaS adoption rate, every new vehicle delivered becomes a compounding, multi-year cash annuity. BaaS is Battery as a Service. The chart tracks the compounding monthly recurring revenue, or MRR, generated solely by the new 2026 vehicle cohort as they enter the fleet, assuming linear monthly deliveries.

$Oracle(ORCL)$ I’d honestly rather see shorts keep piling in. If Wall Street eventually decides to push this toward $300, anyone who overstays on the short side could end up in serious trouble. We need fuel.