$SUPER MICRO COMPUTER INC(SMCI)$ This looks like an indirect win for SMCI. $Dell Technologies Inc.(DELL)$  and $Hewlett Packard Enterprise(HPE)$  apparently could not deliver on time for $Oracle(ORCL)$  Project Jupiter.

My take on why the market is down. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  Treasury yields pushed higher, with the 10-year moving above 5%, putting pressure on growth and tech stocks. Oil prices are climbing again, raising concerns about inflation and the impact of the Iran situation. $BREAKWAVE TANKER SHIPPING ETF(BWET)$  $Breakwave Dry Bulk Shipping ETF(BDRY)$  Meanwhile, stronger-than-expected economic data is creating another problem: investors are questioning whether the Fed can ease rates as quickly. Stocks recently pushed toward record highs, so investors are taking some profits. T

$Oracle(ORCL)$ Oracle is balancing rapid AI and cloud growth with heavy layoffs and rising capital spending. Recent reports point to more than 2,500 U.S. job cuts in 2026. I say growth.

$Intel(INTC)$ "Where there is fear, get greedy" — and if you think you can predict, chart, or forecast the market, remember that you can't.

$Oracle(ORCL)$  Still holding its support area and trading above the 200WMA. Patiently waiting for a break of $152.15 before going long.

$Quantum Computing Inc.(QUBT)$ The borrow rate on those 64 million short shares is now at 17%. Shorts have made things difficult for longs for quite a while, and it feels like the pressure might be shifting. I'm not selling for pennies when the upside could be much larger. $Invesco QQQ(QQQ)$ 

$Grab Holdings(GRAB)$ These numbers are very interesting. I've been digging deeper into Grab Holdings, and the underlying growth is getting my attention. - 54M monthly transacting users - Revenue: +22% YoY - On demand GMV: +21% YoY - Adjusted EBITDA: +54% YoY - Financial Services revenue: +59% YoY - Loan portfolio: +197% YoY to $2.3B - $5.4B in net cash - $450M trailing 12-month Adjusted FCF Management is also targeting significant growth through 2028, with 30%+ revenue CAGR and approximately $1.7B in Adjusted EBITDA. At roughly $3 per share, I think GRAB deserves a much closer look. The bigger question for me is whether Grab can continue scaling into the dominant consumer and financial services platform across Southeast Asia.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  NQ broke through its previous highs. There is a real chance we see 31,000 from here.

$Oracle(ORCL)$  ORCL looks like it's gearing up to run in after hours and overnight. I'm watching for a move toward 155+ on the next session. There could be a nice squeeze setting up here. It didn't move today, but the setup still looks interesting for the next session. ORCL is at the top of my watchlist.

$Oracle(ORCL)$ This stock should catch up to the rest of the hyper scalers before long. The share price is still way behind, it feels off. $200 by October's conference doesn't seem unreasonable.

$Oracle(ORCL)$ Looks like Ellison may be getting through to those AGs who oppose the PSKY merger. Once that gets settled, maybe the artificial lid on this stock will come off. ORCL is a very good buy under $150,000 and probably has the best cloud in the business. IMO

$Marvell Technology(MRVL)$ $Intel(INTC)$  $ARM Holdings(ARM)$  $Meta Platforms, Inc.(META)$  could carry a 260+ price tag soon. Base has been laid.

I don't think people fully realize what $Greenland Energy Co(GLND)$  actually has in Greenland. $Greenland Energy Co(GLND)$  is a US-listed oil and gas exploration company focused on the Jameson Land Basin in East Greenland. Only about a month ago, $Greenland Energy Co(GLND)$  was already trading around $2.20 to $2.40. That was before this new Greenland news. Now, after one of the biggest geopolitical developments involving Greenland, $Greenland Energy Co(GLND)$  is sitting around the same area it traded at before the permit disappointment. That's the part I think the market may still be missing. Frid

This week looks like it could be a big one, to put it mildly. Indices seem to be setting up for an exponential directional move this week, and beyond the indices, there are quite a few individual names that look ready for a substantial move as well. Worth keeping an eye on the channel so nothing interesting gets missed. See you all soon. $SPDR S&P 500 ETF Trust(SPY)$  SPX $Invesco QQQ(QQQ)$  $iShares Russell 2000 ETF(IWM)$ 

$Intel(INTC)$ Trump mentioned he wants to meet with Iran's president on the sidelines during the UN. That kind of news could push the futures up for a moment. Oil prices are down sharply.

$Surf Air Mobility Inc.(SRFM)$ Wait, this hit $30 in 2024 and now that they've gone commercial the stock is at an all-time low? Don't mind me picking up some cheap shares. The big move should happen soon, so I'm adding to my position. I think this could double quickly. $Palantir Technologies Inc.(PLTR)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Intel(INTC)$ Looks like market makers and dealers are playing their usual games ahead of the triple witching. No real reason for Intel to be dropping like this.

$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$  took a pause, but $APPLIED DIGITAL CORP(APLD)$  and $TeraWulf Inc.(WULF)$  are picking up the lead for the neoclouds. $Invesco QQQ(QQQ)$ 

$Intel(INTC)$  The last couple of sessions are a pretty good example of why you buy into the fear and then just wait patiently. They still have to stuff these full of shares that they can't find. Just saying.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Bad news keeps piling up, but the market just keeps grinding higher day after day.