Oracle is a risky data center play due to high debt and rising default risk, with the stock down nearly 60% from its peak.
Bearish
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Meet KevinPublished Aug 24 · 1 passage
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Oracle is, you know, the dirty sort of data center play whose credit default swaps continue to skyrocket because people think they're taking on so much debt, there's a high risk of default.
Oracle stock has not exactly been doing them any favors, either. If you look at Oracle stock peak to where it is now at 143 / 351, which is eerily the same almost the same top that you had in in the mid 350s range over here for a Bloom Energy, that's down nearly 60%.
Uh and it's mostly because of the debt they're taking on.
What this channel has said about $ORCL
Meet Kevin has 5 calls on this stock; only the adjacent ones are shown.
2026-09-10Bullish
We got Oracle, we got Adobe, and we got Restoration Hardware on deck today.
Quote at 01:49 ›Direction flip
2026-08-24BearishThis one
Oracle is, you know, the dirty sort of data center play whose credit default swaps continue to skyrocket because people think they're taking on so much debt, there's a high risk of default. Oracle stock has not exactly been doing them any favors, either. If you look at Oracle stock peak to where it is now at 143 / 351, which is eerily the same almost the same top that you had in in the mid 350s range over here for a Bloom Energy, that's down nearly 60%. Uh and it's mostly because of the debt they're taking on.
2026-08-24Bearish
Oracle's raising money on a three-year at 4.5 and on a 10ear at 5.7.
Quote at 2:05:24 ›