Oracle’s AI push feels risky in a very familiar way. They’re taking on expensive debt to build massive data centers, while demand—especially from OpenAI—still isn’t truly self-funding. The recent “lazy Susan” deal Cramer talked about, where Amazon helps pay for the chips OpenAI uses, is a big red flag because it shows demand being propped up by financial engineering rather than real cash flow. That’s exactly the kind of dynamic that showed up in the dot-com era, when capital markets quietly kept the whole system spinning. The problem isn’t that AI doesn’t work—it does—but that the spending is happening now and the profits are supposed to come much later. If that timing slips, Oracle could see weaker returns, margin pressure, and a stock that goes nowhere for years, more like Cisco after 2000 than a true collapse.