Meet Kevin on $ORCL (Oct 29, 2026)
Oracle's balance sheet is strengthening, with free cash flow expected to turn positive sooner than the market expected and credit default swaps falling since an October 13th peak; after a wrong $133 floor call (it fell to about $127), the stock now trades above that level.
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So Oracle, I called a floor for Oracle about at about $133. Now I was wrong about that. It actually went down to about 127ish somewhere around there.
Now, it's higher than this number, but uh I saw Oracle's balance sheet start strengthening, which is actually good because they're sort of one of these original, oh my gosh, if Oracle goes down, everything in AI goes down.
Not only is their free cash flow now expected to go back to positive sooner ra compared to what the market expected, but their CDS's are really starting to plummet. You've had about a peak on October 13th.
In the last 2 weeks, their credit default swaps have been coming straight down.
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