Why are so many traders and influencers on X trying so hard to push the bearish narrative on $ORCL?
Yes, the risks are real: massive AI capex, negative free cash flow, rising debt, wider CDS spreads, and credit-rating pressure.
But the market already knows all of this.
The real question is whether Oracle can turn its massive AI backlog and infrastructure investment into revenue and cash flow.
If it can, today’s debt concerns may look very different in a few years.
If it can’t, the bears will be right.
Ignore the noise. Watch the numbers.
Revenue. RPO. OCI growth. FCF. Debt.
Let the fundamentals decide. $ORCL