Youtubeยท2025-11-14 19:39Core Insights - The market is experiencing profit-taking in AI-themed big tech stocks, but the damage is not considered severe [1][2] - Oracle has shown significant growth, with a 52-week range from $118 to $345, and is viewed as a strong investment opportunity [2][3] - Tesla is noted for its volatility, with recent trading activity showing a dip below $400, but it remains a long-term investment option [5][6] Company Analysis - Oracle: The company has a strong backlog of revenue and is seen as a buy on discount after a recent pullback. It almost reached a trillion dollars in market cap after a 40% decline [3][4] - Tesla: Despite recent volatility, Tesla is considered a pure play in AI and robotics, with potential for recovery above the $480 level [5][7] - Palo Alto Networks: This cybersecurity firm is expected to grow, although it has only increased by 12% year-to-date [4] - Intel: As a key US chipmaker, Intel is expected to benefit from government partnerships, despite some uncertainty regarding government ownership [4] Market Trends - There is a rotation towards "boring" blue-chip stocks such as Boeing, Waste Management, and Lockheed Martin, which are considered essential for the US economy [9][10] - The VIX has shown significant volatility, with a 20% intraday move, indicating market uncertainty despite a general belief in the AI theme driving the market [11][12] - The S&P 500 is projected to reach a target of 7100, with expectations of a Santa Claus rally led by technology stocks [12][13]