To The Moon

$Microsoft(MSFT)$ Azure AI revenue is up 35% YoY. Enterprise adoption looks like it's accelerating, and Copilot is already embedded across 365, Teams, and GitHub.

$Oracle(ORCL)$  There's some buying support holding up the daily chart. We should close green today.

$ServiceNow(NOW)$ $Snowflake(SNOW)$ $Oracle(ORCL)$  I got into AMD, ALAB, CRDO, MRVL, AAOI, and MU early, but I also sold too early. Still made solid gains, but I'm not going to make that same mistake with these software names. This looks like the start of a multiyear run. Just sitting back and watching for now.

$Oracle(ORCL)$ There's an inverse H&S pattern on the yearly chart, and this one looks set up to at least test $180-82 before earnings. That report is going to matter. Good luck to all.

$Oracle(ORCL)$ Look, things are looking pretty bleak right now. But I had Micron not too long ago and it was really rough. Bought it at 67 and people were saying it was going to zero. At the time it sure seemed that way. Then that thing went sky high. I sold around 150. Look what happened after that? Now Oracle is overextending. I don't know, but my gut tells me they will pull this off. I'm not happy about it, but I'm holding. Fingers crossed.

$Oracle(ORCL)$  Expiration Date: August 21, 2026. ORCL stock price around $143.80. Highest volume calls: $145.00 C and $146.00 C. Highest volume puts: $140.00 P and $142.00 P. Volume sentiment shows a heavily bullish mix, with the overall put/call volume ratio sitting near 0.39 to 0.56 across active short-duration expirations. The price action feels like clear manipulation.

$Oracle(ORCL)$  Soon they'll start running ads in ChatGPT for free accounts and probably the lowest paying tier too. That should bring in revenue and improve net margins. Not even worried about it.

$Oracle(ORCL)$ This is heading back to the 120s. Capex and costs will be disclosed at earnings, and that's going to pressure the stock price. I'm bullish long term, but they're likely to keep pushing it up and down for a while until these data centers actually start generating revenue.

$Oracle(ORCL)$ It gets lumped in with "software" names, but at the same time it catches criticism over AI and data center capex, along with the RPOs backing that spending. Meanwhile, the stock is dirt cheap.

$Oracle(ORCL)$ For what it's worth, all of my indicators are pointing to a strong move here. We'll see if I'm wrong about that. The bears will certainly let me know, but I'm loading up on calls and some leaps.