To The Moon

$Oracle(ORCL)$ Google's massive $45 billion quarterly spend on infrastructure really highlights how the demand for AI data centers is far beyond what's currently available. This supply shortage seems to confirm Oracle's strategy of rapidly expanding OCI and forming multi-cloud partnerships, which could position them to benefit from a lot of the overflow demand.

$Oracle(ORCL)$ Google is also making a massive CAPEX investment in AI infrastructure. Companies like Oracle and Google aren't just throwing money away without a reason. It seems a bit misguided to suggest otherwise.

$Alphabet(GOOG)$ $Oracle(ORCL)$  $Broadcom(AVGO)$ $Qualcomm(QCOM)$ $NVIDIA(NVDA)$ Google's earnings looked solid. Oracle, Broadcom, Qualcomm, and the other AI hyperscalers could see some positive movement.

$Oracle(ORCL)$ I'm looking to add to my position on any pullbacks going forward.

$Oracle(ORCL)$ I'm up about $25k in profit, and I'm holding until it reaches $180.

$Oracle(ORCL)$ The stock still looks very cheap to me, with $135 looking like a reasonable target for this week.

$Oracle(ORCL)$ 113The stock is at -$110 this week. The target for next week is $135-$145.

$Oracle(ORCL)$ Looks like the short squeeze could be setting up around the $160 level heading into the next earnings. Feels like most of the negative news has already been factored in, considering the drop from $345 down to $122.

$Oracle(ORCL)$  Looking ahead to 2030, Oracle could potentially be trading around $635 by then. For anyone interested, it's worth checking out the long-term view on Palantir as well.

$Oracle(ORCL)$ The focus on OpenAI's RPO seems overblown. Even in a worst-case scenario for them, enterprise AI demand is more than capable of absorbing that entire infrastructure capacity and then some. During IBM's recent selloff, they mentioned their customers are spending on hardware for Enterprise AI. That's essentially the same demand underlying the OpenAI RPO.