Micron Tech$Oracle(ORCL.US)Oracle = the next Lehman Brothers
- High debt, high leverage, relying on borrowing to sustain expansion
- Free cash flow consistently negative, relying on financing to stay afloat
- Business highly concentrated, dependent on a single major client, extremely weak risk resistance
- Stock price has already halved, institutions are collectively bearish
- Once financing tightens and orders fall short of expectations, liquidity will blow up directly
Oracle = the next Lehman Brothers
The essence is: betting on AI with high leverage; if cash flow collapses, it's a systemic crash.
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