$Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ With the Black Monday selloff behind us, things are getting back to normal. Curious to see if we can push to a new all-time high soon.

$Intel(INTC)$ It is a psychological poker game, but we already know we have the cards to win.

$Quantum Computing Inc.(QUBT)$ $Rocket Lab USA, Inc.(RKLB)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ The bond market is pressuring Trump to wrap up the Iran deal for good. That would address several issues at once, and if it actually happens, markets could really rip.

$Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ Spite puts are pouring in here. See you at 741.

$Intel(INTC)$ The $110-115 range looks like a buy zone, then price should move higher from there. Just technical movement, not rocket science.

$Oracle(ORCL)$  Larry Ellison is far from stupid. He is one of the most ruthless businessmen out there. The stock just needs time to play out.

$Intel(INTC)$ I keep wondering how long US companies will put adversary nations' interests ahead of US national interest and help them bash INTC using US-based propaganda press and US-based fabless chipmakers. Even when the press recognizes that distributed AI demand puts CPU demand ahead of GPU, they first assign the benefit to AMD, then mention ARM, and only at the far end hint that INTC may also get some benefit. But right after that, they bring up the foundry making huge losses. Meanwhile, INTC leadership is making solid progress on both the design and fab side, and doesn't bother chasing false press or making negative comments about adversaries. That makes INTC look very different from companies that shower the US government with present

$Intel(INTC)$ It appears the company is having a hard time keeping up with server CPU demand. Tan noted at a conference that they can only meet 50% of customer demand for CPUs. That works in favor of Intel and $Advanced Micro Devices(AMD)$ , since both are dominant in the x86 server CPU space. A CPU shortage should lead to higher prices, which would support margins and earnings for Intel and AMD.

$Intel(INTC)$ I'm watching $170 as the next major upside target on the next run. If we get another dip, $115 is the area I'd be watching for a potential entry. $129 is the key breakout level. A clean move above it could open the door for further upside. Above $140, the focus shifts toward $170. Let price confirm each level along the way.

$Intel(INTC)$ Hard to see how INTC doesn't come out as a big winner in this trade war.

$Oracle(ORCL)$  There is a lot of noise on X about Oracle being the next bubble, and shorts are pushing the fear narrative hard. ORCL debt yields have obviously risen, which gives them some ammunition to potentially trigger a panic. Having seen this kind of setup for 20+ years, I could see a capitulation where retail throws in the towel and we test the lows again before a new catalyst brings it back up. Short term, you know what you signed up for, but longer term I see this company as a 2-3T market cap.

$Oracle(ORCL)$ The daily charts don't faze me. I've been buying consistently in the $130-$150 range. I know where this is heading over the long term, I know what the future is going to look like. My eyes are on the horizon.

$SUPER MICRO COMPUTER INC(SMCI)$ This looks like an indirect win for SMCI. $Dell Technologies Inc.(DELL)$  and $Hewlett Packard Enterprise(HPE)$  apparently could not deliver on time for $Oracle(ORCL)$  Project Jupiter.

My take on why the market is down. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  Treasury yields pushed higher, with the 10-year moving above 5%, putting pressure on growth and tech stocks. Oil prices are climbing again, raising concerns about inflation and the impact of the Iran situation. $BREAKWAVE TANKER SHIPPING ETF(BWET)$  $Breakwave Dry Bulk Shipping ETF(BDRY)$  Meanwhile, stronger-than-expected economic data is creating another problem: investors are questioning whether the Fed can ease rates as quickly. Stocks recently pushed toward record highs, so investors are taking some profits. T

$Oracle(ORCL)$ Oracle is balancing rapid AI and cloud growth with heavy layoffs and rising capital spending. Recent reports point to more than 2,500 U.S. job cuts in 2026. I say growth.

$Intel(INTC)$ "Where there is fear, get greedy" — and if you think you can predict, chart, or forecast the market, remember that you can't.

$Oracle(ORCL)$  Still holding its support area and trading above the 200WMA. Patiently waiting for a break of $152.15 before going long.

$Quantum Computing Inc.(QUBT)$ The borrow rate on those 64 million short shares is now at 17%. Shorts have made things difficult for longs for quite a while, and it feels like the pressure might be shifting. I'm not selling for pennies when the upside could be much larger. $Invesco QQQ(QQQ)$ 

$Grab Holdings(GRAB)$ These numbers are very interesting. I've been digging deeper into Grab Holdings, and the underlying growth is getting my attention. - 54M monthly transacting users - Revenue: +22% YoY - On demand GMV: +21% YoY - Adjusted EBITDA: +54% YoY - Financial Services revenue: +59% YoY - Loan portfolio: +197% YoY to $2.3B - $5.4B in net cash - $450M trailing 12-month Adjusted FCF Management is also targeting significant growth through 2028, with 30%+ revenue CAGR and approximately $1.7B in Adjusted EBITDA. At roughly $3 per share, I think GRAB deserves a much closer look. The bigger question for me is whether Grab can continue scaling into the dominant consumer and financial services platform across Southeast Asia.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  NQ broke through its previous highs. There is a real chance we see 31,000 from here.