24Krypto

[24Krypto @obenihk]

@KobeissiLetter meh I prefer this take on reported AI earnings . . .

[Hedgie @HedgieMarkets]

🦔Oracle reported Q1 earnings after the close today. Revenue $19.3B, up 30%. Cloud infrastructure revenue doubled to $7.4B. EPS beat estimates by 10%. Backlog jumped $209B to $664B. Stock is up 7% after hours. They beat on every headline metric. But Oracle also spent $28.5B on capital expenditures this quarter, up from $8.5B a year ago. Free cash flow was negative $5.4B. They sold $20B in stock through an ATM program to fund the buildout. Total debt is $125B. Oracle is one notch above junk.

My Take
I look at this earnings report and I see a company that spent $28.5B to make $19.3B. Cloud infrastructure doubled and that's impressive, but Oracle is underwater on cash and had to sell $20B of its own stock to keep up. Half the operating cash flow came from customers who prepaid them to build things that haven't been delivered yet. The stock went up 7% because the top line beat by $170 million. I don't believe many people who bought after hours read the cash flow statement.

Oracle has $125B in debt and is one downgrade from junk. This is the same company that's supposed to build OpenAI's $300B data center. Nvidia has $105B in credit support on that project. Oracle's quarter shows what's been happening across the AI infrastructure space all year. The revenue looks great. The cash underneath it doesn't. The whole thing only works if AI demand stays at this level for years. Maybe it does. But I'd want to be very sure about that before I put my money behind a company that funds 30% growth with dilution and customer deposits.

Hedgie🤗

[24Krypto @obenihk]

@KobeissiLetter ffs open your eyes and stop being a non-thinking AI shill

[24Krypto @obenihk]

@StatsHubCom what do the Kambi odds represent? they are not a bookmaker right?

[24Krypto @obenihk]

@KobeissiLetter looks like rage quit to me😂

[24Krypto @obenihk]

@Grantblocmates The Cantillon Effect lives on

[24Krypto @obenihk]

@DarioCpx https://t.co/aMSQu6Cg5P

[24Krypto @obenihk]

@libsoftiktok https://t.co/Xq4qWbktcX

[24Krypto @obenihk]

@leveleduphuman @HyperliquidX I'm experiencing a delay with my withdrawal

[24Krypto @obenihk]

@Emmanuel1747679 @91RL0 Moldovian Sepak Takraw Regional Youth League

[24Krypto @obenihk]

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[Mintair | One Click Infra @mintairxyz]

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[24Krypto @obenihk]

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[24Krypto @obenihk]

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[24Krypto @obenihk]

@FerrieraMel kool - what app is the screenshot from?

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