To The Moon

$Oracle(ORCL)$ Larry clearly knows what he's doing. Building 5 datacenters in parallel is obviously going to hit some hiccups, but all the debt tied to future compute capacity is backed by contracts. These will be fully built by 2028-2029, with new customer deliveries coming every quarter. The datacenters currently in progress will only cover about 50% of their total RPO backlog, which is over $300 billion. Their current OCI annualized revenue sits at $29 billion.

$Oracle(ORCL)$  Know what you own. ORCL will be one of the last few standing after AI consolidation. It will reap the rewards of its capital outlays plus the capital investments of what are now smaller competitors.

$Oracle(ORCL)$ I don't care if I get the bottom, but I can clearly see an inverse H&S on the weekly. This will go to $250 in several weeks IMO.

$Oracle(ORCL)$  Evercore ISI analysts think Oracle is getting unfairly dragged into the selloff. Unlike CoreWeave and other so-called neocloud names like Nebius, Oracle has an established software business that brings in another revenue stream. "Let's be clear, Oracle isn't a neocloud but it trades like one," Evercore analysts wrote in a recent note. They estimate Oracle's core software business alone is worth around $100 a share, which suggests investors are putting relatively little value on its growing cloud infrastructure operations. Oracle's analyst day next week could be a chance to ease some concerns. Evercore analysts said investors will be looking for more clarity on how Oracle plans to fund its AI expa

$Oracle(ORCL)$ The sell-off looks overdone with market cap below 400B. A decent bounce by the end of this week seems likely.

$Oracle(ORCL)$  Bulls will keep buying all the way down through 2028, locking up long-term shares. The value proposition here suggests they could end up generationally wealthy.

$Oracle(ORCL)$ Quarterly revenue across all the business lines is at remarkable levels and doesn't seem to be slowing. I think they'll start using those profits to pay down debt. This should be back above $200 before year end.

$Oracle(ORCL)$ Stephen H. Rusckowski, a member of Oracle's Board of Directors, bought 25,000 shares at an average price of $139.35 per share. Total investment comes to $3,483,800. There's no way he doesn't know this will be much higher in the near future. No way.

$Oracle(ORCL)$ ORCL is green after hours. Over the next week or so, it seems quite possible that we could see ORCL trade from the mid 130s up to 140.

Cathie Wood and Ark Invest have laid out their base case $Tesla Motors(TSLA)$  price target at $4,400 by 2031. That would put the market cap above $17 trillion.