$Oracle(ORCL.US) Pouring money into AI and cloud infrastructure, CapEx is off the charts, but revenue and cash flow haven't caught up in the short term. This is a classic "heavy investment, slow payoff" structure.
When investing in such companies, three things must be calculated clearly: whether new assets can generate cash flow, whether the debt burden is controllable, and whether the valuation provides enough buffer.
For conservative investors, this stage is more suitable for waiting and deploying funds in batches rather than rushing in.
A rebound might appear before the next earnings report or quarterly cash flow announcement—setting up a watchlist position is also an option.
$Defiance Daily Target 2X Long ORCL ETF(ORCX.US)
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