Creator sentiment
7 creators · 7 views · past 7 days
Updated October 20, 2026
The bull case
- +Insider buying, including a $3.5M purchase by a board member and Larry Ellison canceling his $7.5B sale plan, signals confidence in the stock's value.
- +Valuation is cheap at 15x earnings, with strong revenue growth (30% total, 120% cloud infrastructure) and a massive backlog of $664B.
- +Debt concerns are overblown; maturities are well-spread with most due after 2031, and cash reserves can cover near-term obligations until profitability in 2029.
- +Price targets of $333-$500 over five years based on 20-30x free cash flow, implying 160-300% upside.
The bear case
- −Oracle's stock is suffering similar pain as CoreWeave, with credit default swaps worsening.
- −The pain in Oracle is not over yet.
- −Oracle's financials don't make sense and it could be in hot water, with credit default swap rates at record-wide spreads.
- −The creator is not sure Oracle can secure funding, unlike the big four hyperscalers.
- −Long-term debt burden doubled to ~$200B, with credit default swaps hitting record highs.
- −Rising financing costs and high interest rates pressure the business model.
- −Half of Oracle's backlog is just from OpenAI, making it extremely dependent on a cash-burning company.
- −If OpenAI faces funding problems, Oracle's backlog and stock would collapse.
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Oracle's stock is suffering similar pain as CoreWeave, with credit default swaps worsening. · The pain in Oracle is not over yet.
📹 Why Insiders Are Loading Up on Oracle Stock
Insider buying, including a $3.5M purchase by a board member and Larry Ellison canceling his $7.5B sale plan, signals confidence in the stock's value. · Valuation is cheap at 15x earnings, with strong revenue growth (30% total, 120% cloud infrastructure) and a massive backlog of $664B. · Debt concerns are overblown; maturities are well-spread with most due after 2031, and cash reserves can cover near-term obligations until profitability in 2029. · Price targets of $333-$500 over five years based on 20-30x free cash flow, implying 160-300% upside.
📹 The AI Crash Is Here - What You Need to Know
Oracle is down over 40% from its highs as part of the broad AI sell-off, which he attributes to sympathy selling rather than fundamentals.
