Post by Oguz Erkan on X
Oguz Erkan@oguzerkan
X$ORCL is exposed to massive concentration risks..
It has $125 billion debt, of which $25 billion is due in three years.
Meanwhile, FCF is already negative, and its largest customer, OpenAI, needs to raise $207 billion by 2030 to meet its obligations.
Doesn't look good…

473 likes60 repliesPosted Dec 11, 2025