BBB

HFT0DTE

If its actual cash then yes you're right. But almost all of these companies are partially debt financing their AI growth investments by selling bonds. Oracle carries approximately **$160 billion to $167 billion in total debt**, driven by an aggressive, debt-financed push into artificial intelligence data center infrastructure. This massive borrowing and negative free cash flow of $23.7 billion in fiscal 2026 prompted S&P Global Ratings to downgrade the company's credit rating to **BBB-**, just one notch above junk status. Amazon is another example that did a massive round recently. Meanwhile they're all incestuously investing in each other and passing debt financing around in the process. Even if you are 100% cash invested in growth but are partnered with a single company like Oracle that financially collapses, your not going to skate away. If it was one company's balance sheet who cares, but we're talking about something over a trillion dollars that one way or the other relies on a repayment, profits, and a stable economy.

Reggio_Calabria

Why short the BB and BBB (Oracle, Datadog, Sandisk) with insane fees when you can short the AAA (Apple)?

YOLOburritoKnife

Remember when he was shoehorning in BBB during the WSB short squeeze?

Eatthesewords

I'm guessing you aren't seeing all of this: The Core Financial PressuresMassive Cash Burn: Capital expenditures reached $55.66 billion for fiscal 2026. Capex is projected to surge to $90 billion–$95 billion in fiscal 2027 to construct artificial intelligence infrastructure. Negative Free Cash Flow: Extreme capital outlays have pushed Oracle's free cash flow deficit to an estimated $23.7 billion, a massive drop from a mild $394 million deficit the prior year. Credit Rating Downgrades: On July 9, 2026, S&P Global Ratings downgraded Oracle’s credit rating to BBB-. This sits exactly one notch above speculative or "JUNK" status. Skyrocketing Insurance Costs: Five-year credit default swaps (CDS)—the price to protect against corporate default—hit an all-time record high of 2.03 percentage points. Upcoming Capital Raises: The company plans to raise an additional $40 billion through 2027 using a combination of new debt issuances and share dilution via at-the-market stock programs