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Oracle at $150: How Bad Could It Get?

YouTubeSamuel Leach

Oracle at $150: How Bad Could It Get?

What happens if Oracle's AI bet goes wrong? If AI infrastructure demand slows, OCI growth drops, backlog conversion disappoints, and massive data-centre spending continues to pressure free cash flow, Oracle could face serious valuation pressure. My bear-case range: 🔴 $120 → ~20% downside 🔴 $100 → ~34% downside And that's before ...

99 views18 hours ago

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