To The Moon

$Oracle(ORCL)$ It looks like it's at or near its low point. This could bounce back into the $200s, though it might take 6-8 months. I'm holding strong.

$Paramount Skydance Corp(SKYD)$ SKYDWSDavid Ellison is channeling the good parts of Steve Jobs. He knew him well. Youth is on our side this time. Technology from Skydance should take us out of the dark ages of moribund storytelling and the patronizing garbage coming from names like $Walt Disney(DIS)$  $Netflix(NFLX)$  and AMZN.

$Amazon.com(AMZN)$ Jassy's "sold-out to 27-inch" comment is bullish, though the interview was already out Friday midday on X and other outlets. The news just didn't hit the wires and major media until after the close. He's made similar remarks before, so it's hard to say how much the market will actually react. That said, all the pessimism around the Anthropic IPO tied to the hyper growth slowdown in August-September seems to be reversing. Eventually people will just treat the Anthropic vs. OpenAI rivalry as normal. We're in a decent spot there with both served through Bedrock.

$Amazon.com(AMZN)$ George Carlin had a point when he said to never underestimate the power of stupid people in large groups. There were probably cavemen who panic sold the wheel right after it was invented.

$Oracle(ORCL)$ Their SaaS business is rock solid, and AI is the future. This could reach $500 in 3 years. Most likely closing between $160 and $180 by the end of the year. Next week is their biggest annual conference.

$Oracle(ORCL)$ I'm prepared to buy roughly 6 months out calls if ORCL reaches the 115 to 120 area. $Defiance Daily Target 2X Long ORCL ETF(ORCX)$  $Direxion Daily ORCL Bull 2X ETF(ORCU)$ 

$Oracle(ORCL)$ Added another 200 shares at 128.23. Sitting on 1,200 shares now. Bullish long term, but short term this could still drop a bit more.

Must be a glutton, added more $Oracle(ORCL)$  near the close.

$Oracle(ORCL)$ 45 million shares shorted against a 3.03 billion share float really did the work. Those shorts pulled it off even with the broader market up, with only ORCL among tech mostly moving higher, and CRWV getting pushed around as well. Another day passes, and this one should get moving tomorrow.

That rent line on $Microsoft(MSFT)$  is how I see it as well. As long as it holds above 500 while the market grinds higher, those puts just bleed a little each day and buy some peace of mind. They only stop being rent if 500 gives way on a close.