---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39854297.md"
description: "$Oracle(ORCL.US)Oracle = the next Lehman Brothers - High debt, high leverage, relying on borrowing to sustain expansion- Free cash flow consistently negative, surviving on financing- Business highly concentrated, reliant 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 directly blow up Oracle = the next Lehman BrothersThe essence is: betting on AI with high leverage; if cash flow collapses, it's a systemic crash."
datetime: "2026-04-12T09:33:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39854297.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39854297.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39854297.md)
author: "[白桃酥](https://longbridge.com/en/profiles/19369513.md)"
generator: "portal-rs"
---

# $Oracle(ORCL.US)Oracle = the next Lehman Brothers …


### 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 (13)

- **掌控美股的神 · 2026-06-02T10:50:03.000Z**: Biaozi
- **華少爷 · 2026-05-12T07:14:22.000Z · 👍 1**: Biaozi
- **W时空 · 2026-05-01T17:42:31.000Z**: Haven't seen you around lately, he's been working under the table, and he's been buying stuff recklessly again.
- **新用户_vHaSBm · 2026-04-13T08:11:17.000Z**: Bearish
- **超级玛力 · 2026-04-13T07:32:32.000Z**: Is this picture of you?
- **星际旅途 · 2026-04-13T05:23:52.000Z**: Insist on buying one more share, not buying
- **嗯嗯嗯嗯 · 2026-04-13T01:08:58.000Z**: Bought in
- **阿木马 · 2026-04-12T11:31:37.000Z**: It starts to rise and you're bearish again
- **顾神与chatgtp · 2026-04-12T11:30:13.000Z**: Then... short it.


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