ORCL CDS is the problem

来源: 越王剑 于 2025-12-17 07:46:07 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (119 bytes)
回答: Orcl又带崩了AI sector 由 jliu6667 于 2025-12-17 07:38:16

OpenAI is trying to get funding from Amazon. 

This bomb is going to blow up if funding drys up.

所有跟帖： 

• 我是把Orcl当成了现在AI板块的金丝雀 -jliu6667- ♂ 给 jliu6667 发送悄悄话 (70 bytes) () 12/17/2025 postreply 07:51:19

• debt-to-equity ratio ~400% :-) -hvhp- ♂ 给 hvhp 发送悄悄话 (0 bytes) () 12/17/2025 postreply 07:59:35

• 看到过这个debt-to-equity ratio -jliu6667- ♂ 给 jliu6667 发送悄悄话 (1124 bytes) () 12/17/2025 postreply 08:16:24

• very low (and sometimes negative) equity by design? -hvhp- ♂ 给 hvhp 发送悄悄话 (11404 bytes) () 12/17/2025 postreply 08:39:39

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