Everyone keeps debating $ORCL growth.
They’re debating the wrong thing.
🔹 Revenue growth is accelerating.
🔹 Backlog is over $500B.
🔹 AI demand is exploding.
The real concern is the balance sheet.
S&P Global rates $ORCL debt BBB-, just one notch above junk.
Revenue isn’t the problem. Debt is.
Technically, pandas are carnivores. But due to a mutation 4 million years ago, they lost the taste for meat.
So, bamboo & grasses became the primary diet of pandas.
However, pandas lack the inner biology to properly digest bamboo. They digest only 17 to 20% of the bamboo they eat.
As an adaptation, they have a low basal metabolic rate. They burn very little energy & move slowly, tumbling down instead of controlling their motor movement.
They spend over 12 hours eating, living in maximum energy conservation mode, leaving little energy for refined motor coordination.