@davidflanks: Is Oracle going to be ground zero for the AI crash? Everyone is pointing at the debt, but debt to equity of 3 isn't horrible and their current ratio covers their short term needs. The real story is the backlog. ➡️ Oracle's order book is $638 billion, up 363% in a year ➡️ S&P estimates about half of that is one customer, OpenAI ➡️ That deal is $60 billion a year against a customer doing $25 to $30 billion in total revenue and burning $25 billion this year The customer's total revenue is smaller than its bill to this one vendor. Full breakdown on Flank, link in bio. Is Oracle the first domino, or overblown? #oracle #openai #stocktok #aibubble #investing #stockmarket

David Flanks

Open In TikTok:

Region: US

Tuesday 08 September 2026 16:29:48 GMT