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
$Oracle(ORCL)$ 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.
$Amazon.com(AMZN)$ 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
$Amazon.com(AMZN)$ Always have to be honest with myself here. I'm up decently on this one now, but I was 12-16 months early buying such a large core position without trading around it. My math had this closer to a 350-400 stock by now if tech indexes had performed. Four quarters of accelerating AWS growth wasn't enough when capex at this scale keeps accelerating even faster with no end in sight. AWS can grow over 50%, but it doesn't matter until the market can see peak spending growth arrive and the FCF trough get overcome despite the huge absolute dollar amounts involved. TLDR: it's a 250-260 stock that undershoots or overshoots for a bit but comes back to that base each time. Still, I'm not selling a single s