Why is nobody talking about Oracle's imminent demise?
youtube.comThe numbers here are staggering...
Oracle spending ~$340 billion to build infrastructure that generates ~$75 billion annually, financed almost entirely with off-balance-sheet debt, while its free cash flow is negative $24.7 billion.
Yikes.
There are too many moving parts in this financing musical chairs game. At some point it is going to leave some players without a chair.
He's backed by you-know-who. What can go wrong.