$Oracle(ORCL)$ The shorts are down to their final tactics. Every news outlet keeps running negative articles built on old information and outright false claims. Oracle looks set to move sharply this week. We have seen this pattern before, with call option sweeps and large private stock purchases through dark pools.
$Oracle(ORCL)$ Everyone keeps bringing up the $18B, but another article points out that analysts expect Oracle's business to keep growing for the foreseeable future. Revenue is projected to rise 34% this year to $90.46 billion, then reach $131 billion next year. So what's the worry?
$Oracle(ORCL)$ They might be able to fudge the bottom line by a few bucks, but you can't hide or lie about $80 billion. As much as some people don't want to believe it, that number is real. Oracle is swimming in cash and is positioned to survive even a catastrophic downturn.
$Amazon.com(AMZN)$ Generac is up more than 30% after hours after disclosing a long-term agreement to supply backup-power generators for Amazon data centers. Initial deliveries are expected to total roughly $2.4B during 2027-2028, while purchases under the agreement could ultimately reach $8B. The deal also includes warrants allowing an Amazon subsidiary to acquire up to roughly 1.69M $Generac(GNRC)$ shares. This looks like a material new AI/data-center infrastructure catalyst, and it further highlights how AI spending is expanding beyond chips into power generation.
$Oracle(ORCL)$ ORCL closed in the green. Those who were hoping for a pullback are probably disappointed right now. The interest rate move didn't knock it down either. I think ORCL could make its way into the 170s before this week is over.
$Amazon.com(AMZN)$ I remember the endless run of negative headlines: the rocket explosion, Bezos selling shares, lawsuits, war, treasury yield warnings, capex concerns, and so on. Who is behind the constant FUD? It is the billionaires who want to buy shares cheap before the stock takes off. Keep that in mind and watch what I said. I would not be surprised if the FUD disappears one day and gets replaced by a flood of positive news. The narrative always seems rigged, and the people writing those stories are paid by them. They do not care about any of it. The short-term and long-term sentiment is bullish all the way.
$Oracle(ORCL)$ This has to be one of the biggest jokes in history. It's not back at $200 yet, and even the CEO isn't selling because he knows this is a gem.