ORCL previously dropped from 300 to just over 100, mainly due to its high debt ratio, which has mostly been priced in by now. What we need to focus on now is the marginal improvements: the latest earnings report looks solid, especially the core OCI business. The debt ratio has also decreased (from 83.3% last quarter to 77.8% this quarter). When a company's main business is still growing rapidly, and its stock price has dropped over 70% due to heavy borrowing for business expansion, this is the time to look at how the business is evolving. If the business keeps improving, it means the earlier borrowing was justified, and the future earnings from the business can cover the debt.