Caution on Oracle's Debt-Fueled Expansion

about 1 month ago

Host

"First off, very important I say this. This is very Oracle specific. Oracle has gone into this AI cycle with a huge debt load. Why have I not bought an Oracle stock in the past? Their balance sheet's garbage. Like usually when you think about big strong tech companies, you think about some of the best balance sheets you ever see in the history of mankind. These balance sheets are incredible. Oracle is not that company – no bueno, no bueno."

The speaker warns investors about Oracle's heavy reliance on debt as it embarks on its AI expansion. Highlighting the stark contrast between Oracle's balance sheet and those of other major tech companies, he advises caution for potential Oracle investors.

Related Stocks