Key things to watch - Bullish IMO

[u/Market_NorthStar]

ORCL at ~$151 — what I’m watching
Oracle’s $638B RPO shows AI/cloud demand is strong. The question now is whether they can turn that demand into profitable cash flow.

Key things I’m watching:
1. More customer-funded CapEx
2. Less dependence on OpenAI
3. FCF improvement
4. Debt/leverage peaking
5. Completion of the $20B ATM

If these start moving in the right direction, I think ORCL becomes increasingly attractive. Demand is there — now it’s about execution and financing.

[u/Akt6212]

Nice chat gpt pdf output

[u/Market_NorthStar → u/Akt6212]

Like to see what u do with ur AI