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10-06

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$Oracle(ORCL)$ 🚨🔥☁️ Oracle’s CapEx Surge: Betting the House on Cloud Expansion 🔥☁️🚨 🧠 Oracle’s CapEx as a percentage of operating cash flow has gone parabolic, climbing from a stable 3–14% range over the past two decades to a staggering 127% in the latest period. That means Oracle is spending more than it generates in cash flow to fund its infrastructure ambitions. Historically, the company operated as a capital-light software player. Now it’s all-in on a physical buildout to chase the AI and cloud opportunity. 📈 From FY06 through FY21, CapEx hovered in single digits, reflecting the classic Oracle model. Then came the inflection. FY22 jumped to 47%, FY23 rose again to 51%, FY24 eased briefly to 37%, and FY25 LTM has rocketed vertically. Total CapEx/OCF change since 2006 is +2,349.56%, with a CAGR of 18.1%. This is a structural break, not a cyclical blip. ⚡ Behind the numbers is Oracle Cloud Infrastructure (OCI) scaling at breakneck speed to compete with AWS, Azure, and Google Cloud. Massive deals with OpenAI and xAI have accelerated the need for data centres, networking, and GPU clusters. Oracle’s expansion strategy mirrors Amazon’s early AWS buildout phase, but with even more front-loaded capital intensity. 💰 Spending more than 100% of operating cash flow means Oracle is tapping debt and reserves to bankroll this growth. This raises strategic questions about how long they can sustain this pace while preserving free cash flow, dividends, and buybacks. Investors are essentially being asked to fund an AI infrastructure land grab. 👀 Oracle is positioning itself as the GPU-powered alternative hyperscaler. If its cloud revenues ramp fast enough, this CapEx wave could translate into significant operating leverage in coming years. If not, margins and cash flow could be under pressure just as macro conditions tighten. 👉❓Do you see this as Oracle’s “AWS moment” or an overextended gamble that could strain the balance sheet if growth lags? 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀
$Oracle(ORCL)$ 🚨🔥☁️ Oracle’s CapEx Surge: Betting the House on Cloud Expansion 🔥☁️🚨 🧠 Oracle’s CapEx as a percentage of operating cash flow has gone parabolic, climbing from a stable 3–14% range over the past two decades to a staggering 127% in the latest period. That means Oracle is spending more than it generates in cash flow to fund its infrastructure ambitions. Historically, the company operated as a capital-light software player. Now it’s all-in on a physical buildout to chase the AI and cloud opportunity. 📈 From FY06 through FY21, CapEx hovered in single digits, reflecting the classic Oracle model. Then came the inflection. FY22 jumped to 47%, FY23 rose again to 51%, FY24 eased briefly to 37%, and FY25 LTM has rocketed vertically. Total CapEx/OCF change since 2006 is +2,349.56%, with a CAGR of 18.1%. This is a structural break, not a cyclical blip. ⚡ Behind the numbers is Oracle Cloud Infrastructure (OCI) scaling at breakneck speed to compete with AWS, Azure, and Google Cloud. Massive deals with OpenAI and xAI have accelerated the need for data centres, networking, and GPU clusters. Oracle’s expansion strategy mirrors Amazon’s early AWS buildout phase, but with even more front-loaded capital intensity. 💰 Spending more than 100% of operating cash flow means Oracle is tapping debt and reserves to bankroll this growth. This raises strategic questions about how long they can sustain this pace while preserving free cash flow, dividends, and buybacks. Investors are essentially being asked to fund an AI infrastructure land grab. 👀 Oracle is positioning itself as the GPU-powered alternative hyperscaler. If its cloud revenues ramp fast enough, this CapEx wave could translate into significant operating leverage in coming years. If not, margins and cash flow could be under pressure just as macro conditions tighten. 👉❓Do you see this as Oracle’s “AWS moment” or an overextended gamble that could strain the balance sheet if growth lags? 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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