Stocks to watch closely this week: $SanDisk Corp.(SNDK)$  on memory/storage demand and AI infrastructure, $NVIDIA(NVDA)$  as the AI chip leader and a read on overall sector sentiment, $Constellation Energy Corp(CEG)$  for data-center power demand and the electricity theme, and $Oracle(ORCL)$  on AI cloud infrastructure plus OpenAI exposure. These names have shown strong momentum and are worth keeping on the radar for continuation setups, pullbacks, breakouts, and confirmation.

$Oracle(ORCL)$  Bulls are getting the better of it this week. Bears probably have nothing to show here, I doubt many of them actually have positions on.

$Oracle(ORCL)$  Cautious here. It needs to hold the overnight gains into the Tuesday trading session. If it does, we could have some big days on Tuesday. All we need is one big day.

$Oracle(ORCL)$ The selloff after last earnings was really just about the increase in capital expenditures. Then someone like Michael Burry sees that weakness and goes in for the kill, dragging the stock down further. I think we run up into earnings this week, and if they don't raise capex again, there could be another hundred dollar increase from Thursday's close.

$Oracle(ORCL)$ $Microsoft(MSFT)$  OpenAI Astra scored 99.9% on ARC-AGI-3. Jensen Huang posted that GPT-6 Astra was trained on roughly 100K+ NVIDIA Grace Blackwell NVLink72, and noted the jump from ChatGPT to o1 to Astra happened in 4 years. He also mentioned 400K GPUs are coming online next. ORCL MSFT.

$Oracle(ORCL)$ Bears still holding puts alongside Burry? That's not working out too well, just like LULU.

$Oracle(ORCL)$  The 1.2B watt data center in Texas should be finished by the end of the year. Once that happens, $200 a share will look cheap. It should also give earnings a big boost by March 2027. Good luck to everyone holding long.

$Oracle(ORCL)$ 170 before earnings. 190 on Sep 11. It should rally into earnings, and I think it beats. After that it could keep marching higher.

$Oracle(ORCL)$  Palantir's market cap is nearly the same as Oracle's? Look at the assets, revenue, and earnings. This should trade around 350 to 400.

$Oracle(ORCL)$ I really hope it crosses $200 after earnings on September 10, 2026.

$Oracle(ORCL)$  Most undervalued AI infrastructure stock right now. AI-related earnings keep beating and raising across the board.

No need to rush here. $Microsoft(MSFT)$  has a lot of resistance around that 480 area. A low-volume pullback looks like a technical correction toward a support zone.

$Amazon.com(AMZN)$  When this runs, it's going to be epic. There's going to be a lot of chasing. I can feel it in my bones.

$Credo Technology Group Holding Ltd(CRDO)$ The only reason I'm not all over CRDO is that IREN and ORCL are just so cheap right now. At this price point, CRDO could work well as an anchor for a forward-looking portfolio. It's a really strong company, and at this pace another 3X over the next few years looks doable.

$Oracle(ORCL)$  Oracle has contracts with OpenAI, Meta, Nvidia, AMD, ByteDance, and others. The contracts are non-cancelable and generally run for five to six years. Oracle has also signed leases for much of the data-center capacity needed to meet those commitments.

$Oracle(ORCL)$  Honestly, it feels like most of the bad news is already priced in for this one. From where I stand, there's more upside left in being bullish here than trying to short it.

$Oracle(ORCL)$ This is basically Michael Burry against big banks or the Street on where the stock price should be. Still waiting for the day Citi said it should be $330. LOL

$Amazon.com(AMZN)$ 38 is high for a company in this sector, no doubt about it. But Walmart is turning out to be second in online sales behind Amazon. I've comparison shopped hundreds of products, and Walmart is cheaper even when comparing the exact same brand and product. I've been buying and returning with them, and the experience is just like Amazon, except cheaper. The online business will challenge Amazon. That's why the PE is where it is, because this is becoming, to a degree, partly a tech play. It isn't just brick-and-mortar in-store sales anymore. One thing worth noting: Walmart's yearly subscription, similar to the one Amazon offers for 150 bucks, is seeing membership growth absolutely skyrocket. Subscription revenue is a huge source

$Oracle(ORCL)$ Adding to my position. It might go lower, but I'm sitting on too much cash right now.

$ServiceNow(NOW)$ $Microsoft(MSFT)$ $Salesforce.com(CRM)$ $Visa(V)$ Earlier in the year, when AI disruption fears were running high, my portfolio was lagging the market. I kept buying at the lows while others were panicking. Now the gap has flipped — my returns are pulling ahead of the broader market, and the lead keeps widening. No leverage involved, and 95% is in common stocks.