The AI Trade Is Changing: Why Oracle Is Risky and Google Isn’t

The AI boom isn’t ending — but the financing behind it is starting to crack.
In this video, we break down why Oracle’s massive AI infrastructure spending shocked the market, triggered a major sell-off, and raised serious questions about debt, dilution, and customer concentration risk.
While Oracle ramps capital expenditures to historic levels to support OpenAI workloads, Alphabet (Google) is playing a very different game — one built on cash flow, vertical integration, and balance-sheet strength.
This isn’t about hype.
It’s about who can afford to stay in the AI race when capital gets tight.
We’ll cover:
Oracle’s exploding CapEx and cash burn problem
The hidden risk of relying on a single AI customer
Why debt matters more than narratives in this cycle
How Google avoids the “Nvidia tax” with its own AI chips
The quiet rotation happening beneath the headlines
If you care about where smart money is positioning next, this is a conversation you don’t want to miss.