超级无敌大牛子
2026.06.06 22:16

$Oracle(ORCL.US) Why is Big Bull Brother so determined to short Oracle? 👊👊👊 The core view is the risk of capital expenditure and cash flow rupture. 1. Data center hardware costs are multiplying. 2. Massive financing amounts and interest rates, Oracle can no longer raise funds, no one dares to lend to it. 3. Sole verbal promises of huge orders and a history of multiple revenue frauds. 4. Interest rate hike expectations will significantly increase capital expenditure. That is, no matter how much you hype your data centers, massive debt and spending will break your cash flow. At that point, the company will have to consider bankruptcy, not making money. Some investment banks are already assessing Oracle's Q4 capital over-expenditure, with a high probability of the financial report starting at -20%. I still say the same thing: be a good person, $Micron Tech(MU.US) buy good stocks $NVIDIA(NVDA.US)$Alphabet(GOOGL.US), make big money. Never touch stocks with financial problems $Broadcom(AVGO.US)

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