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@Stockfins Avatar @Stockfins Stockfins

Stockfins posts on X about $orcl, ai, oracle, debt the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance stocks technology brands

Social topic influence $orcl #182, ai, oracle #410, debt #1900, level, default risk #312, $50b #12, cash flow #316, flow, burned

Top accounts mentioned or mentioned by @mvcinvesting @wolfofharcourt @alc2022 @patientinvestt @andrewdudum @stockmarketnerd @adudeinvesting @europeandgi @billackman @gabgrowth @simeonresearch @pronkdaniel @mmmtwealth @colton129108 @blondesnmoney @samuucas @zeevyinvesting @growthadvisorhq @alphamaverick82 @everydaystocksx

Top assets mentioned Oracle Corporation (ORCL) Adobe, Inc. (ADBE) Duolingo, Inc. Class A Common Stock (DUOL) NVIDIA Corp. (NVDA)

Top Social Posts

Top posts by engagements in the last XX hours

"As Stanley Druckenmiller always says: Never ever invest in the present. Look 1824 months ahead and invest where the puck is going not where it is today. Does it apply to $ADBE right now We dont think so👇 Growth Outlook Is Decelerating Adobes core Creative Cloud business faces saturation and incremental growth is slowing. Generative AI features (Firefly) are promising but monetization beyond upsell remains uncertain over the next 1218 months. Analysts consensus suggests only single-digit growth of revenue since 2026. Competitive Pressure Is Rising Canva Figma and other SaaS challengers are"
X Link 2025-12-11T11:33Z 1072 followers, XXX engagements

"At XXX bps the market implies XX% chance Oracle defaults in X years (assuming XX% recovery). Formula: Hazard rate spread (1 recovery) PD X e(hazard time) So yes credit risk is up big time. However will $ORCL default Theres only a XX% annualized chance. It was at the same level in 2022 bear market. Worth monitoring but we are far from a disaster"
X Link 2025-12-12T06:53Z 1073 followers, XXX engagements

"A Credit Default Swap (CDS) is like insurance on a companys debt. You pay a premium (spread) to protect against default. Higher spread = market thinks default risk is rising. Oracles CDS spread jumped from XX bps in 2021 to XXX bps today"
X Link 2025-12-11T15:39Z 1072 followers, XX engagements

"@KobeissiLetter Oracles CDS at XXX bps looks scary. Reality check: thats only X% annual default risk. Over X years 11%. Elevated but far from game over"
X Link 2025-12-11T15:43Z 1073 followers, XX engagements

"Thinking of buying the $ORCL dip Then STOP. Here are XX lessons from Q226 you need to see before you hit BUY 1) Massive CapEx spike: $50B planned for FY26 with delayed revenue conversion. 2) Negative free cash flow: Burned $13B in past XX months; breakeven only after 20282030. 3) High leverage: $125B debt $25B due in X years. 4) Customer concentration risk: OpenAI accounts for a large share of backlog; its own funding needs ($200B) add uncertainty. 5) Execution risk: AI infrastructure build-out amid rapidly evolving tech cycles. 6) Valuation pressure: Market punished stock (-12%) despite"
X Link 2025-12-11T09:50Z 1073 followers, XXX engagements

"$ORCL credit risk just reached multi-year high 5Y CDS = XXX bps highest in X years. What does that mean And why should stock investors care Lets break it down 👇"
X Link 2025-12-11T15:39Z 1073 followers, XXX engagements

"At XXX bps the market implies XX% chance Oracle defaults in X years (assuming XX% recovery). Formula: Hazard rate spread (1 recovery) PD X e(hazard time) So yes credit risk is up big time. However will $ORCL default Theres only a XX% annualized chance"
X Link 2025-12-11T15:39Z 1073 followers, XXX engagements

"CDS is a leading indicator. When credit risk rises: Borrowing costs go up Debt refinancing gets harder Equity valuations can suffer But the situation is not as critical as many accounts here suggets"
X Link 2025-12-11T15:39Z 1073 followers, XX engagements

"🔴 $ORCL drops another X% on this news Yesterday we cautioned against rushing into the post-earnings dip Customer concentration risk: OpenAI accounts for a large share of backlog; its own funding needs ($200B) add uncertainty. Invest carefully"
X Link 2025-12-12T17:12Z 1073 followers, XXX engagements

"Oracles AI expansion is bold but execution risk is enormous. The company burned $13B in free cash flow over the past year raised CapEx to $50B and faces a timing gap before revenue materializes. Add concentration riskOpenAI drives a large share of backlog yet needs $200B to fund its own commitmentsand you have a scenario where growth depends on external stability. For now caution beats conviction"
X Link 2025-12-11T10:26Z 1073 followers, XXX engagements

"@dividenddude Probably Duolingo. $DUOL I have never seen such a mission-driven management team. The volatility is extreme but the the ultimate goal is obvious - To be a platform where everyone can learn anything. I can't find a company where AI would be such a large tailwind"
X Link 2025-12-12T07:01Z 1073 followers, 1313 engagements

"At XXX bps the market implies XX% chance Oracle defaults in X years (assuming XX% recovery). So yes credit risk is up big time. However will $ORCL default Theres only a XX% annualized chance. It was at the same level in 2022 bear market. Worth monitoring but we are far from a disaster"
X Link 2025-12-12T20:09Z 1073 followers, XXX engagements

"@unusual_whales That's what happens when you trade with XX% premium relative to $NVDA"
X Link 2025-12-12T22:56Z 1073 followers, XX engagements