白桃酥

$Oracle(ORCL.US) I posted about Oracle's bomb a few months ago. Stay away from Oracle's earnings report regardless of whether it's good or bad. It's been proven again today, so everyone should be careful.

$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 Brothers

The essence is: betting on AI with high leverage; if cash flow collapses, it's a systemic crash.

$Sandisk(SNDK.US) followed the decline but not the rebound yesterday; today should be your home game.

$Faraday Future Intelligent Electric(FFAI.US) The "returning next week" story and empty promises don't work anymore, everyone just wait for it to go to zero 😁😁

$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.

$Oracle(ORCL.US) Oracle's aggressive borrowing to bet on AI computing power has triggered a dual crisis of finance and credit. Its stock price has nearly halved from its peak and is seen by the market as a typical example of the AI bubble bursting. I'm not that talented, but here's a simple summary:

Earnings Bomb: Cloud business gross margin plummeted, free cash flow turned negative, financial report fell short of expectations across the board.

​Debt Explosion: Total liabilities exceed $100 billion, leverage ratio far exceeds peers, credit rating on the brink of junk status.

​Financing Breakdown: Multiple banks have stopped loans for data center projects, financing channels are tightening.

​Cutting Losses to Survive: Plans to lay off about 30,000 people, considering selling assets like Cerner to stop the bleeding.

​Stock Price Crash: Market value has evaporated significantly, founder's wealth has shrunk.

In a nutshell: Borrowed too much money for AI, didn't make a profit back, and managed to blow up cash flow and credit first. Oracle is the next Lehman Brothers.

$Micron Tech(MU.US)Micron Technology's stock is experiencing a significant rise, primarily driven by the ongoing memory chip shortage and the AI hardware boom. Over the past year, the company's stock value has tripled, and it has risen over 40% in 2026. I predict that despite the stock price increase, Micron's valuation remains attractive, with profit growth outpacing the stock price increase. I expect Micron's earnings per share to grow by 300% in fiscal year 2026 and by a further 35% in fiscal year 2027. Compared to other tech stocks, Micron has a lower price-to-earnings ratio, indicating potential for continued growth.

$Micron Tech(MU.US) The claim that "Micron's HBM4 is a complete failure" is not factual, but rather typical FUD (Fear, Uncertainty, Doubt) smear tactics.

The allocation of HBM orders and market share is inherently dynamic, not fixed. NVIDIA has always flexibly adjusted supply volumes from each supplier based on chip quality, yield, reliability, and production capacity, a pattern seen multiple times in previous HBM cycles.

More crucially, Micron is currently the only US-based HBM supplier. Considerations of supply chain security, autonomy, controllability, and geopolitical strategy will directly impact long-term customer structure and capacity allocation. This core logic is completely ignored by many deliberately bearish voices.

$Oracle(ORCL.US) Ultimate warning: Oracle is showing early signs of a "Lehman moment"—high leverage + liquidity stress + fundamental business model shift + collapse of market confidence. If it cannot improve cash flow by Q3 2026, credit risk may escalate further, triggering larger-scale sell-offs.

$Micron Tech(MU.US)Add more positions, do you predict it can reach $500 by the end of next year?

$NVIDIA(NVDA.US)Mr. Huang, release it quickly, can't wait anymore

$Meta Platforms(META.US) Can anyone advise if it's safe to add leverage positions at this point??

$Meta Platforms(META.US)Has the bottom-fishing capital come in? Experts, please explain.

$Amazon(AMZN.US)Cost at 220, can I break even? So worried

$Amazon(AMZN.US)Can I still get out at a cost of 228?