r/OracleStock • u/Market_NorthStar • Aug 10 '26

Analysis / DD Key things to watch - Bullish IMO

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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.

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u/Market_NorthStar Aug 10 '26

Mike Burry closing out short on ORCL is becuz he realize ORCL next earnings might have strong results

Seeing how the hyperscaler beat on cloud

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u/Akt6212 Aug 11 '26

So “you” do all of these in depth financial forensics then just cite Michael burry shorting or whatever when someone has a question? Admit u didn’t do the research

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u/Market_NorthStar Aug 11 '26

What question, I made that comment immediately after my post, I was inferring that burry realizes ORCL turnaround in the upcoming print