$ORCL
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How David Lin ’s view on $ORCL changed

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2026-10-20Bearish
“The Tech Stocks Going To ZERO: Bankruptcies ‘Only A Question Of Time’| George Noble”
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.

Watch the source07:15
2026-10-20
“Debt Crisis Explodes: France Is Burning—What’s Next? | Matthew Piepenburg”
Oracle bonds trade well below par, financing is a year-long concern, and it is guarding against possible data-center delays; the speaker suspects a junk-bond-type problem rather than broad AI debt stress and sees default risk above a lower-risk peer, while below-par bonds may offer total returns better than stocks.

Um, we're going to talk about Cororeef and also uh Oracle as well.

And that includes even frankly Oracle or Paramount or other companies now that were once sacred cows that are offering bonds well below par.

Oracle financing has been an ongoing concern all year. Uh this is the latest September 24th. Oracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico said it chill through a trillion dollar market for AI infrastructure financing according to interviews with bankers and investors.

Watch the source21:47
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