Our entire market and economy is a house of card of debts
— ZeroSumTruths (@ZeroSumTruths) January 26, 2026
Meanwhile:
TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell Cerner to keep up with the debt on the data centers it’s building for OpenAI. It also says multiple US banks have pulled back from Oracle data center deals. pic.twitter.com/T26ZPgh3iD
— Ed Zitron (@edzitron) January 27, 2026