A Big Short moment for AI?
This analysis was first published in SvD Näringsliv, in Swedish, on December 20th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Hundreds of billions have been made by those who bet on Oracle as a winner in the AI race. Now the opposite is growing — investors who see a chance for profit if the tech company can no longer service its loans. Some are warning […]