oracle’s Archives - Citizen Watch Report

Oracle’s debt load has exploded — now over $108 billion

December 16, 2025 3:22 pmDecember 15, 2025 9:35 pm

Oracle debt to the moon 🚀🌓 by inwallstreetbets For the six-month period ending Nov. 30, Oracle generated $10.2 billion in operating cash flow and used $20.5 billion for capital expenditures. That works out to a negative free cash flow of …

No jobs, inflation or GDP reporting. A major recession must be underway. Oracles default risk is now near a 3 year high. Is $SPY forming a head and shoulder pattern?

November 24, 2025 9:42 pm

$SPY is in danger of forming a Head & Shoulders… A 675 rejection would form the right shoulder After that, a 654 break would give us maximum downside to 480s😬😬 pic.twitter.com/mrOgdFMA62 — ThiccTeddy (@ThiccTeddy) November 24, 2025 GROK: Based on …

The Enron-like accounting inflating the AI mania: Oracle’s revenue stream mostly depends on Nvidia, AMD, Meta, OpenAI, and xAI, yet Meta, OpenAI and xAI themselves all run on Nvidia and AMD.

September 11, 2025 7:17 amSeptember 10, 2025 9:59 pm

Oracle slashes 3,000 jobs while their “backlog” ramps up 300%. Make it make sense. Correct After the crash, business schools will start teaching Earnings Quality again It was a super popular class after the https://t.co/4y5lv9vF2o fiasco, but has been replaced …

Oracle’s backlog numbers tell a funny story: 359% jump in revenue backlog versus only 28.8% rise in deferred revenue

September 10, 2025 10:57 amSeptember 10, 2025 9:10 am

Oracle’s reported backlog growth masks serious risk. Much of the revenue depends on fragile assumptions about supply, capital, and infrastructure. Margins are likely to compress sharply, and competitors will feel the impact as revenue is shifted rather than created. The …