The Big 3: ORCL, AMD, CEG

Market Overview - The current market rally is primarily driven by liquidity, with expectations of further rate cuts by the Federal Reserve [2][3] - Central banks globally are contributing to rising asset prices, with gold being a notable indicator of this trend [3] - The market is experiencing volatility, with potential for significant downside moves as valuations increase [4] Oracle - Oracle's stock has increased by 132% over the last six months, driven by its involvement with OpenAI and new customer acquisitions [5][7] - The company is expanding its cloud business, with significant contracts, including one with TikTok [7] - Technical analysis indicates potential resistance levels at $329 and $340, with a bullish breakout pattern forming [12][13] AMD - AMD is benefiting from a strong partnership with OpenAI and has received multiple upgrades and price target increases [15][17] - The stock has shown a positive trend, with a bull flag pattern indicating potential for further gains [19] - However, there are cautionary signs, including an evening star candlestick pattern that may suggest a reversal if the stock falls below $23.50 [21][24] Constellation Energy - Constellation Energy is positioned to benefit from the growing demand for energy to power data centers associated with AI developments [25][27] - The company has established partnerships with major players like Meta, indicating its role in the energy sector's growth [26] - Technical indicators show that the stock is trending upward, with a significant year-to-date increase of approximately 70% [30][34]