can we hear about Oracle, please? Oracle. Oracle I was very afraid of for a long time because I thought they were going to blow themselves up. If OpenAI went down, they take them with them.
So, it's Where's my Oracle? Oracle is not in the top 200. Oracle, this could be the final one. We do. Um, one of my biggest regrets, and I said on Patreon I was going to short it way back here, I think, when they spiked up to 330.
I was ready to short, but I was afraid of the AI revolution that I continue going. That was a huge mistake because it was the tearest short of my life and I missed it. I didn't do it.
I was afraid. Uh, right now it's just I don't know. I worry about their debt. Very worried about their debt load. Um, always financials first. They are growing. They're making more margin on their compute.
It's 97% utilized, but they got a lot of offbalance sheet financing, growing like a weed. Um, valuation cheap, but this is the problem. 169 billion in debt. Not good. So they do a lot more debt than they do revenue, which is always scary for me.
You know, why why mess about with Oracle when you can just buy Micron or Marvel or SKHEX or ALAB or Tesla or SpaceX, etc. So K Coyote, skip it. There's so many good companies out there right now. Shoot anything here on this list.