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Olli
@Olli68
1Wk
Debt but also +300% QoQ
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Max
@MaxtheCat
1Wk
@Olli68
still manageable compared to a coreweave, for example :)
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Olli
@Olli68
1Wk
@MaxtheCat
That doesn't make it any better.
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Max
@MaxtheCat
1Wk
@Olli68
well, yes, because it comes as no surprise
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Olli
@Olli68
1Wk
@MaxtheCat
I am also invested, but I had to swallow. The debt situation has always been the reason why I have never invested in
$ORCL
.
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Max
@MaxtheCat
1Wk
I take a more relaxed view.
They also have high liquidity, low interest costs and when the ARR 2026 is reached it will be an average leverage of 2. That's good for a growing infrastructure provider. Let's take a look :)
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