Traders Cast Oracle as Lehman 2026 and OpenAI as the Next Lehman in 2027
SumitGup · x · 2026-09-26
Responding to the "Oracle is Lehman 2026" take, a trader goes further: the current moment resembles 2007, when the first tremors before the earthquake were sounding, and OpenAI will be the Lehman of 2027. The thread captures growing market anxiety about the fragility of the AI infrastructure financing loop (Oracle's compute deals backed by OpenAI's circular commitments) — a contested viewpoint, not an established fact.
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