#1 $BE
This is easily in my top 5 stocks I'd like to own and ride.
Weekly 9EMA tap like it saw in the past before a big move up.
Two false moves.
And the most recent one ends up playing out.
Sir- this a 400 dollar stock.
#5 $OKLO
I strongly suggest everyone to learn about stage analysis.
Stage 1- Accumulation
Stage 2- Mark-Up
Stage 3- Distribution
Stage 4- Mark-Down
Repeat.
Oklo is between Stage 4 & 1.
Save this one. Every stock does this.
#6 $PLTR
On Palantir
I am long term bullish
but accepting this medium term Bearish look
Bounced 25% off the President's buy signal but lost it all.
Most likely going to 100-110 next whhich will be a very attractive level to be a buyer at.
Long term investors accumulate on dips.
Thats what they're supposed to do.
@tradertvshawn Thank you for sharing the rundown and sticky note every day. It is much appreciated! Good luck with your SpaceX trade today. Go get that money 🤑
I’ve initiated a position in $ORCL due to a strong belief the US government will take a stake in the company, and the company will aggressively re-rate to the upside.
On day one of Trump’s second term, Ellison, $ORCL co-founder and Chairman, stood next to Altman at the White House. Nadella wasn’t in the room. Leaders in AI united with the president himself.
Altman said afterward: “I think if it were a different President, it might not have been possible.”
Trump. Altman. Ellison. All aligned.
They were there to announce Stargate, a $500 billion AI infrastructure initiative. $ORCL isn’t a vendor on this project. They are an equity founder of it.
If the government takes stakes in AI companies, there are three names that were in that Roosevelt Room. $ORCL is the one the market is sleeping on.
Oracle’s $124 billion debt load stops being a liability concern and starts being a nationally backed infrastructure bet.
$553 billion RPO. 325% year-over-year growth. FY2027 revenue guidance raised to $90 billion. The backlog alone is 8x current annual revenue.
The political access is the entry signal. The fundamentals are the conviction.
Leopold Aschenbrenner @leopoldasch predicted it in Situational Awareness. Once AGI becomes a national security issue, the USG takes the helm, the leading labs voluntarily merge, and Congress appropriates trillions for chips and power.
That process has already started.
I am long $ORCL. Not financial advice. Do your own research.