Meet Kevin 对 $ORCL 的判断变化

频道资料 →本频道有 3 位标注的说话人:Adam Jonas、Goldman Sachs、Wells Fargo共 2 条
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Oracle是一个高风险的数据中心投资,由于高债务和不断上升的违约风险,股价较峰值下跌近60%。

甲骨文是那种肮脏的数据中心股票,其信用违约互换持续飙升,因为人们认为他们承担了太多债务,违约风险很高。甲骨文股票的表现也不太好。如果你看看甲骨文股票从峰值到现在的143/351,这与Bloom Energy在350年代中期的高点几乎相同,那已经下跌了近60%。这主要是因为他们的债务。

Oracle is, you know, the dirty sort of data center play whose credit default swaps continue to skyrocket because people think they're taking on so much debt, there's a high risk of default. Oracle stock has not exactly been doing them any favors, either. If you look at Oracle stock peak to where it is now at 143 / 351, which is eerily the same almost the same top that you had in in the mid 350s range over here for a Bloom Energy, that's down nearly 60%. Uh and it's mostly because of the debt they're taking on.

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Oracle的高债务和不断上升的违约风险使其成为高风险交易对手,其作为集中客户对Bloom Energy构成风险。

Oracle 正在以三年期 4.5 和十年期 5.7 的利率筹集资金。

Oracle's raising money on a three-year at 4.5 and on a 10ear at 5.7.

嗯,让我们看看收入,收入,哦,他们与 Oracle 有合作关系,这也非常有趣。而且 Oracle 获得了以 113 美元购买 300 万股股票的选择权。哦,他们真幸运。好吧,为他们高兴。

所以,他们在这些认股权证上赚了不少。那非常好。所以,他们在那里做了一笔好买卖。

uh let's see here revenue revenue oh they have a partnership with Oracle that's also Very interesting. And Oracle got options to buy 3 million shares at 113. Oh, lucky them. Okay, good for them. So, they're nicely up on those warrants. That's very good. So, they made a good buy there.