According to @KobeissiLetter, Oracle's (ORCL) credit default swap spread has surged above 150 bps, indicating heightened market pricing of the company’s credit risk. source: @KobeissiLetter on X, Dec 17, 2025 According to @KobeissiLetter, investors are selling ORCL shares due to concerns about the company's ability to deliver on recently announced data center buildouts. source: @KobeissiLetter on X, Dec 17, 2025 According to @KobeissiLetter, traders should monitor whether ORCL CDS stays above 150 bps and whether equity weakness persists as signals of continued de-risking pressure. source: @KobeissiLetter on X, Dec 17, 2025