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What's your opinion on Oracle's debt?
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Oracle isn't a part of the magnificent seven he/she was talking about. If something happens to Oracle (which i think is doubtful unless the USG clamps down on foreign ai factories- which are paying off for Oracle) then it will be handled the way Toshiba was dismantled. So, not with a bang, but a whimper

Oracle is up there in top 3 with ~$45B AI debt, right after Amazon and Allphabet. And they have little to show for it.

Oracle isn’t part of the MAG7 and isn’t nearly as low risk as the others. Alphabet had nearly $450b in trailing twelve-month revenue. Oracle was like $70b.

If AI didn’t pay off, Alphabet could service the debt without issue. Oracle would be sold for parts.




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