$Oracle(ORCL)$ A $450 price target by 2030 is not unrealistic. Based on Oracle's projected FY2030 adjusted EPS of $21, here is what different P/E multiples imply: 15x P/E gives $315, 18x gives $378, 20x gives $420, 22x gives $462, 25x gives $525, and 30x gives $630. A $450 share price implies a P/E of just 21.4x. If Oracle delivers its projected 35%+ annualized revenue growth through FY2030 while continuing to expand its AI cloud business, a 21.4x forward earnings multiple would hardly be aggressive. $Intel(INTC)$  $Palantir Technologies Inc.(PLTR)$  $NVIDIA(NVDA)$ 

$Advanced Micro Devices(AMD)$  Agentic AI could make AMD the next $5T company. New multi-year agreements are worth watching, and this looks like just the beginning.

$Advanced Micro Devices(AMD)$ It keeps tapping into the supply zone and getting rejected there. A clean break above that level could really get some momentum going.

Celestica's earnings could be a solid bullish signal for Intel. Celestica ($Celestica(CLS)$ ) just reported strong Q3 results: revenue up 83%, EPS up 109%, and a 2027 revenue outlook of $40 billion. Those numbers point to a real acceleration in AI infrastructure spending. Why could this matter for Intel? AI data centers don't just run on Nvidia GPUs. They also need powerful server CPUs for workloads, networking, storage, and increasingly complex AI agents. Server CPU supply constraints are already being discussed, so stronger infrastructure demand could translate into better demand and pricing power for Intel's Xeon processors. Celestica's results don't guarantee an Intel earnings beat on Thursday, but the bigger picture looks encouraging: AI

$Advanced Micro Devices(AMD)$  delivered exactly as expected from the Blue Box support area. On 10.11.2026, a high-probability buying zone between 588.63 and 560.45 was identified. Buyers stepped in aggressively from the Blue Box, triggering a strong rally and allowing long positions to secure partial profits while keeping exposure for further upside. The Blue Box was reached, buyers responded, and the bullish sequence remains intact.

$Advanced Micro Devices(AMD)$ AI chip demand gets most of the attention, but inspection and automation equipment could be overlooked winners of the AI buildout. The manufacturing complexity around that growth creates another layer of opportunity in the equipment supply chain.

$NVIDIA(NVDA)$  207.02The -$210.18 level holds, and there's a chance we bounce this week.

$Advanced Micro Devices(AMD)$ More good news for AMD. Meta is raising even more cash to fund the AI build-out, as much as $95B.

$Meta Platforms, Inc.(META)$ $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ It's interesting how many people don't view this as an opportunity. The stock market is the only place where a discount doesn't seem to attract buyers.

$Advanced Micro Devices(AMD)$  HODL. Nothing to see here, we're basically oversold. This discount won't last long — in 12 months, investors will wish they had bought at these levels.

$Alphabet(GOOGL)$ My third buy of $Direxion Daily GOOGL Bull 2X Shares(GGLL)$  at $90 got filled just before I woke up, so my average is now around $91.50. Google nearly hit $321 and GGLL touched 88 in the premarket. After two fairly aggressive DCAs following the initial buy, I'm planning to slow down starting with the third DCA and widen the spacing. The next potential DCA target is if GOOGL reaches the July 23 $315 low, which would put GGLL around $82. There are some positions where I stop out rather than DCA, but not the top six hyperscalers. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

Sellers leaned on $Microsoft(MSFT)$  for twenty days, and buyers finally left that long tail behind them. A hammer like that only earns trust if price can hold above it once the Meta print lands, because sympathy can undo a good candle in minutes. The candle is only the invitation. The hold is the actual answer, and I will trust the hold far more than the shape. Patience is a position too, and it costs nothing at all to carry it.

$SUPER MICRO COMPUTER INC(SMCI)$ Imagine a company like $Advanced Micro Devices(AMD)$  or $Dell Technologies Inc.(DELL)$  putting up projections like this with expanding margins. It feels almost unreal that we are still trading at this level. Mcap is 20 billion, and revenue projections are 60-70 billion. The stock seems undervalued here.

$IREN Ltd(IREN)$ ANTHZZX.P$NVIDIA(NVDA)$  Hoping to see confirmation from Anthropic with Iren later on. That could send the share price up toward $40.

$Microsoft(MSFT)$  OCT30 545C still looks actionable. Zone: $529.79 to $537.25 Invalidation: close under $524.48 Objectives: $553.72, then $590 The math works out to about 3.8% upside to the first objective and 10.6% to the second, against 1.7% risk at invalidation. That's roughly 6 to 1 to the second target. Microsoft closed at $533.52, up 0.8 percent, after buyers held the $528.48 low and kept price well above the $524.48 low from Friday. The floor from last week is still intact, and earnings on October 28 give a clear date to work toward. If the report is strong, there's room back toward the $553.72 high first. A close under $524.48 means that floor has given way, plain and simple. Watching $535.57 as well. T

$Advanced Micro Devices(AMD)$  Buying puts on SOXS bounces is the way to play this. These leveraged inverse ETFs are built to decay over time, and the brief green moves tend not to last. The repeated reverse splits aren't random, they come from negative roll yield, daily resets, and the structural drag baked into the fund. Profiting here isn't about perfect timing, it's about using puts when the fund bounces to target that built-in weakness. Retail traders keep getting drawn into these, and the floor can disappear quickly.

$Advanced Micro Devices(AMD)$ TSMC is expected to post record profit amid the AI boom. The world's largest contract chipmaker looks set to report its sixth straight quarter of record net income. Investors are keeping a close eye on the upcoming results for any updates on margins.

$CoreWeave, Inc.(CRWV)$ I picked up a sizable position on the dip because I believe in AI, especially the $NVIDIA(NVDA)$  ecosystem. Now it's just about being patient.

Alpha is on mags and not in AI infra or banks. $Microsoft(MSFT)$  $Alphabet(GOOGL)$  $Amazon.com(AMZN)$  $SpaceX(SPCX)$  AAPL. Throw on software as well.

$Apple(AAPL)$ Still one of my main watches. Price is pressing right under the $345 area while holding an ascending structure. A clean break of structure above $345 with strong volume could open the door for a quick push toward $350 and potentially new ATH territory. I'm not chasing into resistance though, I want confirmation first. $Microsoft(MSFT)$  — Showing some of the better relative strength in tech right now. Price keeps respecting the rising trend while consolidating underneath $543. Above $543 I'll be watching for a clean breakout with volume. Below $535, I'd rather be patient and wait for price to reset before considering another continuation setup.