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← @amitisinvesting

$ORCL

BULLISH2026-06-10
Price around the call
↑ 2026-06-10
By horizon✗ miss-32.4%
1d
✗ -0.5%
5d
✗ -1.4%
21d
✗ -32.4%
Original post
amit · 2026-06-10

Oracle $ORCL numbers were fine but once again...street's having a hard time adjusting to this much equity/debt being raised: - $40B of NEW debt/equity for FY 27 - Raising capex from $70B to $90B Now, RPO was a massive increase from 553B to $638B, guidance was raised, they beat on Revenue/EPS, but it just feels like the market is tired of this much capital being raised for datacenters...even though all the growth is coming from the datacenter business. $ORCL -6.2%

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