Maribor
Oct 8, 6:10 PM
$MU $ORCL $SFTBY $SNDK Liar 🤥
No, the comparison to the Countrywide Financial collapse of 2008 is an exaggeration, but the structural financial risks you mentioned are grounded in real, documented market pressures.
Audited financial statements leaked to the Financial Times reveal that while OpenAI is growing revenue rapidly, its massive infrastructure and compute costs are leading to intense cash burn. This math creates significant ripple effects for its partners, particularly Oracle (
$ORCL) and SoftBank (
$SFTBY), though total systemic failure remains a bear-case scenario rather than a certainty.
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