#hyperscaler-customer-concentration

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#oracle-cloud-infrastructure #ai-compute-backlog #capex-and-free-cash-flow #debt-and-interest-expense
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from24/7 Wall St.
1 day ago

Oracle at $192: Buy, Sell or Hold?

Oracle’s AI cloud backlog and valuation support a bull case, but heavy capex, rising debt, and hyperscaler concentration create major downside risk.
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