To The Moon

$Rum Group Inc(RUM)$ $Oracle(ORCL)$  $Reddit(RDDT)$ Market cap sits at $2.6 billion, and the Northern Data acquisition is projected to bring in upward of $3 billion in revenue from cloud GPU and power sales. Still, not a single Wall Street analyst is covering this yet. It feels like this should already be a $10 billion-plus company.

$Oracle(ORCL)$ Wall Street can play with short-term sentiment however they want, but they know exactly what Oracle could become. A conservative $1.5T market cap by 2030 looks well within reach if OCI and AI infrastructure keep executing.

$Oracle(ORCL)$ Traditional market theory says you buy early-stage growth, ride the expansion, and exit once the business model matures. But exceptional compounders break that standard lifecycle. Some mature enterprise titans manage to unlock secondary growth engines that reignite top-line acceleration. Oracle is a good example here. By shifting from legacy database architecture into high-performance cloud infrastructure and specialized AI hosting, it pivoted from a mature software incumbent into a primary beneficiary of the modern compute buildout.

$Oracle(ORCL)$  It's getting interesting now that the $115 support zone is holding. Buyers are stepping in, and the recent options activity suggests some traders are positioning for a breakout. I'm watching $132–$133 closely — a clean reclaim there could put the stock back on track for a move higher.

$Oracle(ORCL)$ And just like that, the price is already at $129.50. I think we could see $250 by year-end.

I think $Oracle(ORCL)$  has a path to $500 by 2030. In a more bullish scenario, $600 isn't out of the question. Let's revisit this in a few years. Once Oracle's four hyperscale AI data centers are fully built and running at full capacity, they could become powerful long-term cash generators. That additional compute capacity could drive another major leg of OCI growth and significantly expand Oracle's AI cloud business.

$CoreWeave, Inc.(CRWV)$ Watching $Oracle(ORCL)$  jump 20% in a single session. That kind of move is pretty unusual for this name. Something definitely worth keeping an eye on.

$Oracle(ORCL)$  9 million ORCL shares traded in 30 minutes with a $10 gap-up. That looks like a pretty strong signal that ORCL is taking off and could keep climbing.

$Microsoft(MSFT)$ Q4 results came in with a double beat. Adjusted EPS was $4.74 against the $4.24 estimate, and revenue hit $90.007B versus the $87.621B consensus.

$Oracle(ORCL)$ MS cloud growth and OpenAI's July revenue explosion.