To The Moon

$Oracle(ORCL)$ That Doji on Oracle stands out. Looks like a trend reversal could be coming.

$Tesla Motors(TSLA)$ Gapped up from Friday's 372 close, ran straight from 384 at the open to 396.80, and is now holding a tight range near the highs at 394.21. First support is 393 to 394, the middle of the current range. Below that, 392 is the key support, the floor buyers have defended all session, with 388 to 390 as deeper support from the opening push. Upside targets are 396.80 first, today's high, then 398, with 400 as the big round-number target and 405 if it breaks through with volume.

$Oracle(ORCL)$ Larry clearly knows what he's doing. Building 5 datacenters in parallel is obviously going to hit some hiccups, but all the debt tied to future compute capacity is backed by contracts. These will be fully built by 2028-2029, with new customer deliveries coming every quarter. The datacenters currently in progress will only cover about 50% of their total RPO backlog, which is over $300 billion. Their current OCI annualized revenue sits at $29 billion.

$Oracle(ORCL)$  Know what you own. ORCL will be one of the last few standing after AI consolidation. It will reap the rewards of its capital outlays plus the capital investments of what are now smaller competitors.

$Oracle(ORCL)$ I don't care if I get the bottom, but I can clearly see an inverse H&S on the weekly. This will go to $250 in several weeks IMO.

$Oracle(ORCL)$  Evercore ISI analysts think Oracle is getting unfairly dragged into the selloff. Unlike CoreWeave and other so-called neocloud names like Nebius, Oracle has an established software business that brings in another revenue stream. "Let's be clear, Oracle isn't a neocloud but it trades like one," Evercore analysts wrote in a recent note. They estimate Oracle's core software business alone is worth around $100 a share, which suggests investors are putting relatively little value on its growing cloud infrastructure operations. Oracle's analyst day next week could be a chance to ease some concerns. Evercore analysts said investors will be looking for more clarity on how Oracle plans to fund its AI expa

$Oracle(ORCL)$  ORCL is getting hit hard right now. Would be good to see some support from Ellison and the people close to him, like Trump and Musk.

$Oracle(ORCL)$ The sell-off looks overdone with market cap below 400B. A decent bounce by the end of this week seems likely.

$Oracle(ORCL)$  Bulls will keep buying all the way down through 2028, locking up long-term shares. The value proposition here suggests they could end up generationally wealthy.

$Oracle(ORCL)$ Quarterly revenue across all the business lines is at remarkable levels and doesn't seem to be slowing. I think they'll start using those profits to pay down debt. This should be back above $200 before year end.