Outlier Capital(@outliercapx):$ORCL $CRWV $NBIS $IREN $ORCL just gave the market a clear exit from being a massive AI debt issuer. VERY important for the rest of the stack. ~$54B FCF turnaround in 3 years. Positive in H2 FY28. ≥$30B in FY29. Capex peaks FY27–FY28 then declines. Self-funded from FY29. Second-order: Oracle has been one of the largest incremental borrowers in the entire AI infrastructure complex. When that supply leaves the market, credit conditions ease for the pure-play names still funding capacity. That’s the relief valve for $NBIS $IREN $CRWV. The funding overhang that has been weighing on the group just got lighter. Bullish NeoClouds!

2026.10.28 18:36

$ORCL $CRWV $NBIS $IREN $ORCL just gave the market a clear exit from being a massive AI debt issuer. VERY important for the rest of the stack. ~$54B FCF turnaround in 3 years. Positive in H2 FY28. ≥$30B in FY29. Capex peaks FY27–FY28 then declines. Self-funded from FY29. Second-order: Oracle has been one of the largest incremental borrowers in the entire AI infrastructure complex. When that supply leaves the market, credit conditions ease for the pure-play names still funding capacity. That’s the relief valve for $NBIS $IREN $CRWV. The funding overhang that has been weighing on the group just got lighter. Bullish NeoClouds!

Wall St Engine@wallstengine

2026.10.28 18:25

Oracle $ORCL targets $225B+ in annual revenue by FY2030. Key financial targets: • FY27 revenue: $90B+ • FY30 revenue: $225B+ • Revenue growth: 35%+ CAGR through FY30 • FY30 non-GAAP operating margin: 40%+ • FY30 non-GAAP EPS: $21+ • Positive free cash flow: 2H FY28 • FY29 free cash flow: $30B+ • CapEx to peak in FY27-FY28 • Growth to become self-funded in FY29 • FY29 net debt/EBITDA: Below 3.5x Oracle also plans to limit additional capital raises through FY30 to $20B: • $10B in equity • $10B in debt This excludes debt refinancing and is separate from the $20B equity raise already completed in Q1 FY27.