To The Moon

$Oracle(ORCL)$  ORCL has been moving one step up, one step down for about 2 weeks now. Hopefully the pattern shifts toward more up steps and fewer down steps going forward.

$Oracle(ORCL)$  Honestly, this has been pretty discouraging. I'm just hoping it gets back to 153 soon, since that's my average. Feeling really down about it.

$Oracle(ORCL)$ Plenty of traders and investors will probably regret not buying now if Oracle trades above 200 before year end.

Bulls are finally showing some fight. Either way, no one should be selling down here. $Oracle(ORCL)$  put in a strong green daily recovery candle after yesterday's flush, with buyers stepping back in. Over $135.10, a retest and hold opens $141.05 / $144.18, while $127.60–128 is defending the rebound. $Rigetti Computing(RGTI)$  has a bullish engulfing candle and an outside day, closing above yesterday's high gives bulls something to build on. Over $12.70 opens $13.07 / $13.84, and $11.11 is the reversal low to defend. $APPLIED DIGITAL CORP(APLD)$  printed a bullish daily rejection candle, recovering the opening gap and finishing near the session hig

$Oracle(ORCL)$  Nice long green candle back to 135. Hopefully it can push toward 145 next.

$Oracle(ORCL)$ Real investors and longs are calmly accumulating here, seeing this as an opportunity. In 1-2 years, that patience could pay off well. Day traders are panicking, shorts are hoping for a lower low. We'll see who ends up right.

$Oracle(ORCL)$  I mean, now is the time to buy. Do you really think it's going to $10 or something? Don't let the bears scare you. Judge your own tolerance for risk and loss. It's a billion dollar company building the future. If you liked it at $140 a few days ago, you should absolutely love it now. It's on sale.

$Amazon.com(AMZN)$  Not sure why Amazon dropped on that Anthropic revenue number. The way I read it, it looks like great news.

$Oracle(ORCL)$ Nothing has changed from where I stand. My price target is still above $300, and I'm adding to my position in a big way.

$Amazon.com(AMZN)$ The Decart acquisition financial impact is really about eliminating NVDA's CUDA software moat. Developers can now switch over to AWS Trainium chips in a matter of weeks without rewriting their software stacks, and the same applies to Google TPU. This yields a 20-30% increase in gross margins for AWS compared to using third-party chips, and accelerates customer adoption of Trainium. On a $160B run rate for Trainium chips, even a 10% conversion equals $16B, or $2.5B in annual gross profit expansion, which means payback in 2-3 years. Customers see 3-4x savings on compute rental rates and 2-3x savings per billion token rates. The benefit was always there, but now the barrier is gone. It is already running on Trainium 3, so ther