$ORCLBear claim
The Real Investment ShowANALYSTJul 30, 2026The claim
“Oracle's credit is deteriorating — trading like a junk-bond yield with high debt-to-equity and likely downgrade risk, unlike the other hyperscalers.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
Oracle is trading like a junk bond. It's if you look at its yield, it doesn't look like the yield of a triple B company that it is. It's the it's it's in a ballpark with double B companies.
their debt to equity ratio is much higher than all the other companies that we mentioned. their offbalance sheet debt is even worse. It's higher.
they're triple B rated, but they're probably going to get downgraded, so the market's fearful of that.
if you take their offbalance sheet debt, Oracle goes to almost 10x.
The structured call
Direction
Bearish
Catalyst
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Target
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The receipt
Publish-day price $$117.74 · the claim is anchored to the moment it was said.
