To The Moon

Mathematical Money | September 6, 2026 Oracle reports Q1 on Thursday. It's an odd setup going in. The stock closed Friday at $153.75, which sounds healthy until you notice it traded as high as $345.72 within the last year. It's 54% off that. And yet Barclays, Morgan Stanley and JPMorgan all raised their price targets into this print — Barclays went to $281 from $221, and the average across the top analysts is sitting around $261. So the sell-side thinks it's worth roughly 70% more than it trades, the chart says it's been cut in half, and the print lands Thursday after the close. Consensus is looking for about $19.1 billion of revenue and $1.30 of GAAP EPS. Take your pick which of those you believe. I made my choice last week. Bought three October 2027 $120 calls. How I got here In late Aug

$META DIAGONAL 270917/260925 CALL 650.0/CALL 640.0$ Taking partial profit 

$SPCX 20260925 140.0 PUT$ Abit strange for this. Selling puts to cover the short position on spcx. 

$MARA 20260925 14.0 CALL$ Covered call

$MARA 20260911 11.0 PUT$ Cash secured put

$MARA 20260925 13.0 CALL$ Covered call

$MARA DIAGONAL 260911/260918 PUT 10.0/PUT 10.5$ Rolling up and out. Squeeze out more premiums 

$COIN DIAGONAL 260918/261009 CALL 170.0/CALL 175.0$ Rolling up and out 

$COIN 20260925 255.0 CALL$ Short leg of pmcc

$MARA 20260925 14.0 CALL$ Covered call