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Olli@Olli68
1Sem.
Debt but also +300% QoQ
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Max@MaxtheCat
1Sem.
@Olli68 still manageable compared to a coreweave, for example :)
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Olli@Olli68
1Sem.
@MaxtheCat That doesn't make it any better.
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Max@MaxtheCat
1Sem.
@Olli68 well, yes, because it comes as no surprise
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Olli@Olli68
1Sem.
@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
1Sem.
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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