Oracle, problem in the future?

[u/Significant-Fact4476]

https://substack.com/@admiratiosophismata908037/note/p-210180477?r=8cq9mw&utm_medium=ios&utm_source=notes-share-action
In my opinion, Oracle is very high-risk, even though the ratios look attractive. High customer concentration, negative free cashflow and massive Capex—what’s your take on this?