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?
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