“I Can't Believe You Can Buy These Mega Cap Stocks at This Price”
Oracle is not a buy due to excessive debt and negative free cash flow outweighing its AI growth potential.
For the one that might blow your mind, Oracle, ORCL. This is the single biggest puzzle on the market right now. The stock has crashed roughly 57% from its highs, down about 24% just this year, down 38% over the last 12 months.
And yet, the business underneath it is growing at a pace that the old, boring Oracle could never have imagined. That contradiction is the entire story.