Tonyaaa
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2023-01-17
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2025-09-17
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2025-07-24
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2025-07-01
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2025-06-03
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2023-01-17
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2025-10-06
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@Barcode:$Oracle(ORCL)$ 🚨🔥☁️ 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 CapE

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