---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38817392.md"
description: "$Oracle(ORCL.US) Oracle: A reckless gamble is collapsing, debt is overwhelming, the next "Lehman-style" tech giant bomb is detonating. Here's my summary: 1. Betting on OpenAI is a life-or-death gamble, losing money on every unit sold, gross margin plummeting, orders are all bubbles.2. Trillions in debt overhead, cash flow turning negative, liquidity crisis is on the way.3. Cloud business growth halved, no in-house R&D, no ecosystem, no moat in underlying computing power.4. Layoffs for self-rescue are just robbing Peter to pay Paul, fundamentals continue to deteriorate.This isn't an adjustment, it's a collapse of logic. Every rebound is a chance to escape. Oracle's next Lehman Brothers is materializing."
datetime: "2026-02-21T13:11:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38817392.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38817392.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38817392.md)
author: "[白桃酥](https://longbridge.com/en/profiles/19369513.md)"
generator: "portal-rs"
---

# $Oracle(ORCL.US) Oracle: A reckless gamble is coll…


### Related Stocks

- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)

## Comments (3)

- **掌控美股的神 · 2026-05-09T03:29:39.000Z**: Beauty😍😍😍
- **查克 · 2026-02-23T21:01:20.000Z**: Impressive! 👍
- **顾神与chatgtp · 2026-02-21T15:38:24.000Z**: Shorted, didn't you?


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**