In today’s post:
🗑 One Notch Above Junk
🗑 One Notch Above Junk
Oracle sits around $120. Down roughly 39% year to date, and more than half off its September high.
Oracle’s been on a heavy decline & out of favour
The bond market is even less forgiving. Five-year credit default swaps on Oracle debt just printed a record 198 basis points, with the company holding a BBB- rating.
That is one notch above junk. One.
So here is the only question that matters today: is Oracle a broken balance sheet, or the cheapest AI infrastructure business you will ever be offered?
Subscribe to Daily Bull Run Premium+ to read the rest.
Every day we hand you at least one stock that should outperform — backed by research, charts, and a clear “why now.” No hype. No guessing. Just real analysis built to make you money.
UpgradeA subscription gets you:
- 📈 High-conviction stock picks every day — researched, explained, and timed for maximum impact
- 🧠 Deep-dive analysis — no fluff, just the “why it’s a winner” broken down clearly
- ⏳ Save hours of research — we do the digging, you get the insights
- 🧭 Clear buy thesis & risks — no vague calls, just full transparency
- 🔒 Early access to picks — before we even hint at them publicly
- 🏆 Designed to help you outperform — not just “inform” you
- 🔥 Zero hype. No jargon. Just real signals.
