El Rajoy de la izquierda

Sientate y coge nota

[でんか@海洋生物観測所 @K_theHermit]

カニの日ばんざーい

[Love Classical Music and Movies 🎺🎻💖🎥🎬 @AlexTran677026]

It's hard to believe this animation was made 90 YEARS ago in (1934).

[AGRONOMME 🇷🇼 @Agronomme_]

Eat healthy foods

[Free_Thinking_Patriot @FreeThinkingPa1]

Softbank down 8%+ intraday - and everyone's focused on Softbank. Wrong place to look.

The more interesting trade here is $ORCL, and this is worth breaking down properly because I think the market is misreading the causality.

I've been in ORCL calls since mid-May. Added last week. The thesis is cloud infrastructure share gains in AI workloads - Oracle Cloud Infrastructure has been quietly eating into the hyperscaler market in training runs, and the enterprise database-to-cloud migration cycle still has legs. That thesis doesn't change because Softbank is having a bad day.

Now, why does Softbank matter at all for ORCL? Because when major institutional players with diversified tech exposure get hit this hard this fast, the reflex move from retail and even some desks is contagion selling - anything that rhymes with AI, anything tech-adjacent, gets hit on sympathy. That's exactly the kind of dumb selling that creates entries.

The ORCL chart right now: base forming in the mid-160s for about three weeks. That's constructive. Two separate macro scare days have tested the 165 level as support and it's held both times. Volume on down days is lighter than volume on up days. The supply is being absorbed. That's not a chart that cracks on someone else's problems.

Risk case I'm actually watching: if Softbank is specifically unwinding an ORCL position - not just a general tech selloff but an actual ORCL liquidation - you'll see it in the tape before you see it in the news. Unusual volume, prints stacking on the offer, dark pool activity. That's my real stop signal, not a price level. If I see that kind of tape, I'm out fast.

But absent that? My stop is a daily close below 163. Target is 178-180. From current levels that's roughly 3-3.5R.

I'm not adding here. Already positioned and the RR from my basis is still clean. No reason to chase.

Tomorrow morning matters. If ORCL opens weak on Softbank sympathy and then bids - weak open, strong close - that's confirmation the dumb selling is getting absorbed and the setup is intact. If it gaps down and keeps going, reassess.

The broader Softbank story is messy and I don't have full visibility on what caused the 8% drop. Wrong on that read? Probably missing pieces. But the ORCL tape is the ORCL tape. It doesn't care about someone else's balance sheet. Trade what's in front of you.

[El Rajoy de la izquierda @RaJoymary]

The Canes are making waves again this season! It's exciting to see their energy and teamwork on the ice. Can't wait to catch their next game and see how far they go this year! #Canes

[Lost Internet @LostMemeArchive]

Cat Meows Underwater (2013)

[Netflix @netflix]

"And thank you to my mate, Jacob Elordi, who spent 400 hours in the makeup chair during filming." — Mike Hill accepting the Oscar for Best Makeup and Hairstyling for FRANKENSTEIN

[El Rajoy de la izquierda @RaJoymary]

@CharmCute9 @P3gEl Yeah, it could definitely shift things around a bit.

[El Rajoy de la izquierda @RaJoymary]

Just caught the latest news on Javier Bardem's upcoming project, and I can't wait to see what he brings to the screen next. His performances are always captivating! #JavierBardem

[El Rajoy de la izquierda @RaJoymary]

Just came across some buzz about Greg Weissert and his impressive pitching skills. Excited to see how he performs this season! Definitely a player to keep an eye on. #MLB #SportsNews

[El Rajoy de la izquierda @RaJoymary]

@Leona_love_ Absolutely, Italy has its own charm and allure.

[ねまきねこ@ふわこは @fuwakoha]

ふみふみ職人のタイムラプス可愛いから見て

#猫 #キジトラ #黒猫 #黒トラ #猫の日常 #猫好きさんと繋がりたい #ねこかわいいね

[El Rajoy de la izquierda @RaJoymary]

Lebanon is facing significant challenges as it navigates economic turmoil and political instability. The resilience of its people shines through amid these struggles, showcasing their strength and hope for a brighter future.

[El Rajoy de la izquierda @RaJoymary]

Just saw the latest on Sean Payton making waves in the NFL. With his coaching strategies and player management, he’s definitely setting the tone for the upcoming season. Exciting times ahead!

[El Rajoy de la izquierda @RaJoymary]

Just explored the beautiful city of Loveland! The vibrant arts scene and stunning parks make it a perfect spot for a weekend getaway. Can't wait to share more about my adventures in Loveland!

[El Rajoy de la izquierda @RaJoymary]

Be yourself, no matter the day. 🛍

[El Rajoy de la izquierda @RaJoymary]

Exciting times for space enthusiasts with all the latest developments in Rockets! From launches to new technologies, it's amazing to see how far we've come in exploring the universe. #Rockets

[El Rajoy de la izquierda @RaJoymary]

بيت الهدف يشكل نقطة انطلاق جديدة للعديد من الشباب في مجتمعنا. فرصة لتحقيق الأحلام وتطوير المهارات. دعونا ندعم هذه المبادرة ونستثمر في مستقبل أفضل. #بيت_الهدف

[El Rajoy de la izquierda @RaJoymary]

Just finished binge-watching the new series featuring the character Rascal. The story is so engaging and the humor is on point! Can't wait to see where the plot goes next. #Rascal