Oracle's negative free cash flow and roughly $260 billion of data-center leases put it on the cusp of a junk rating, with lenders stuck holding its debt; if those debt concerns are even remotely true, Oracle equity at $140 can be marked zero.

Why why is um why why why are people talking about Cororee and Oracle's debt right now?

Look at Oracle. Look at freaking ORC. >> This is becoming I'm going to I'm going to come back to Oc. Oracle is reaching junk bond status and that's huge.

Oracle, right? This is you mentioned Oracle earlier. This is what's going on. The extent of the splurge came into light in June when Oracle's results for the first fiscal year for the fiscal year ending in May 2026 showed its free cash flows were negative.

The bulk of its revenue was spent on capital expenditure and it had it signed roughly $260 billion of data center leases. And the title of this is Oracle goes for high stakes ratings, gamble, and AI strategy. It's on the cusp of junk grade credit rating.

in the case of Oracle, it's a little bit different that there the lenders are uh stuck. There have been stories about how some of the bulge bracket firms are stuck with when they underwrote some of these issues earlier this year.

They're stuck with a lot of the paper and they're trying to get out of it.

who's ever left holding the bag on the Oracle debt. Um, they got a problem. when you look at Oracle, which is at 140 or the stock price is right now, okay? If if what you're saying is remotely true about what's what's going to happen to their Oracle debt, again, you can mark Oracle equity zero.