Hyperscalers & cloud · Thesis 07 · settles Dec 14 · 52 days
Will Oracle's operating cash flow hit at least 95 percent of revenue for the quarter ended November 30, 2026?
How it settles
Divide net cash from operating activities by revenue that Oracle reports for the quarter ended November 30, 2026 on SEC EDGAR. Yes if the ratio is at or above 95.0 percent, no if below. SEC EDGAR, XBRL company facts of Oracle (Forms 10-Q and 10-K)
The exact question and the full rule
Did the net cash from operating activities of Oracle for the quarter ended November 30, 2026 come to at or above 95.0% of its revenue?
Divide the net cash from operating activities by the revenue that Oracle reports for the quarter ended November 30, 2026 in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if the ratio is at or above 95.0%; no if it is below 95.0%.
If the source is late or silent: If Oracle has not filed by January 18, 2027, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.
If no
GPU rental prices fall as capacity loosens
No if Oracle's cash from operations falls below 95 percent of revenue as cash generation eases.
If yes
GPU utilization stays high
Yes if Oracle's cash from operations lands at or above 95 percent of revenue, continuing its recent strong cash generation.
50%
NoYes
No position, no money. The crowd, the Call and the machines appear after you lock your number.
— You
— CallOct 22
— Machines2 models
— Readersshows from 5
The trail · since Oct 22
the Call 68, recorded Oct 22machines 2 runsreaders show from 5
The case · 7 people · 2 minutes
GPU rental prices fall as capacity loosens1 people argue noGPU utilization stays high6 people argue yes
When xAI's AI research program faltered, most of the original team left, freeing up the compute infrastructure they had been using. This surplus compute became available to be marketed to external customers like Google and Anthropic.
As demand for AI infrastructure continues to grow faster than production capacity can scale, orders remain unfilled for extended periods, driving up prices for scarce components and rental capacity while manufacturers of cooling and power systems…
What would change the Call
The operating cash flow and revenue figures Oracle reports for the quarter ended November 30, 2026 would move the call.
2 models ran this one. Their numbers and reasons appear after you lock yours.
The thesis
Will spot/on-demand hourly rental prices for NVIDIA H100 80GB SXM capacity on major public GPU marketplaces be at or above their November 2026 level as of the stated test dates in 2027?
Deployed accelerator capacity stays scarce enough that even prior-generation H100/A100 rental prices hold or rise rather than collapsing as Blackwell-class supply floods in, confirming there is no idle-GPU glut.