Settled on the T+20 window — a call counts only if it beat SPY. Same rules as the scorecard. Fewer than 3 settled calls are not scored; small samples say nothing about skill.
Consensus reflects only the views of covered YouTubers. It is not market expectation and not investment advice.
The host sees Oracle's debt-funded AI data-center buildout as the key problem, with negative free cash flow, an expensive dividend, and high borrowing costs leaving little room for error.
SourceThe host agrees with Burry's bearish Oracle bet, citing heavy AI-related debt and negative free cash flow as serious risks.
SourceOracle's credit default swaps are falling, signaling the credit-market panic is over and supporting a rebound.
SourceAfter adding Oracle at $113 last week, the host suggests adds below $115, with his own next add below $100; his target is 80 shares versus 65 held.
SourceOracle's balance sheet is 'nasty'; it pays 7–8% rates and funded half its raise with new stock — the market knocked the stock down almost 9% on the news.
SourceThe host calls the Bloomberg Microsoft-Oracle story misleading: it covers an old A100-based 2023 lease, with minimal impact on Oracle's finances or core AI strategy, and the stock recovered intraday.
Source| Date | Score | YouTubers | Bull | Bear | Neutral |
|---|---|---|---|---|---|
| 2026-11-16 | −33 | 3 | 1 | 2 | 0 |
| 2026-11-13 | +5 | 4 | 2 | 1 | 1 |
| 2026-11-12 | +5 | 4 | 2 | 1 | 1 |
| 2026-11-11 | −4 | 5 | 2 | 2 | 1 |
| 2026-11-10 | −10 | 6 | 1 | 2 | 3 |
| 2026-11-09 | −17 | 8 | 1 | 3 | 4 |
| 2026-11-06 | −29 | 7 | 0 | 3 | 4 |
| 2026-11-05 | −12 | 8 | 1 | 3 | 4 |
| 2026-11-04 | +8 | 8 | 3 | 2 | 3 |
| 2026-11-03 | +2 | 9 | 3 | 3 | 3 |
| 2026-11-02 | +25 | 8 | 5 | 2 | 1 |
| 2026-10-30 | +29 | 7 | 5 | 2 | 0 |
| 2026-10-29 | +29 | 7 | 5 | 2 | 0 |
| 2026-10-28 | +23 | 6 | 4 | 2 | 0 |
| 2026-10-27 | +10 | 4 | 1 | 1 | 2 |
| 2026-10-26 | +10 | 4 | 1 | 1 | 2 |
| 2026-10-23 | 0 | 5 | 1 | 2 | 2 |
| 2026-10-22 | 0 | 5 | 1 | 2 | 2 |
| 2026-10-21 | 0 | 6 | 1 | 2 | 3 |
| 2026-10-20 | 0 | 7 | 1 | 2 | 4 |
| 2026-10-19 | 0 | 8 | 1 | 2 |
| 5 |
| 2026-10-16 | +5 | 8 | 1 | 1 | 6 |
| 2026-10-15 | +3 | 8 | 1 | 1 | 6 |
| 2026-10-14 | 0 | 4 | 0 | 0 | 4 |
| 2026-10-13 | 0 | 3 | 0 | 0 | 3 |
| 2026-10-01 | +13 | 3 | 1 | 1 | 1 |
| 2026-09-30 | +10 | 4 | 1 | 1 | 2 |
| 2026-09-29 | +10 | 4 | 1 | 1 | 2 |
| 2026-09-28 | −20 | 3 | 0 | 1 | 2 |
| 2026-09-27 | −5 | 4 | 1 | 1 | 2 |
| 2026-09-26 | −5 | 4 | 1 | 1 | 2 |
| 2026-09-25 | −5 | 4 | 1 | 1 | 2 |
