There's an AI stock with serious momentum right now. Wall Street loves it. One Oxford Club analyst has been quietly building the case against it for months. The numbers he found are going to make you look at this stock very differently. Here's what most investors aren't seeing. $250 billion in off-balance sheet obligations. That number won't show up if you give the balance sheet a cursory glance. It's not hidden illegally. It's just structured in a way that makes it easy to miss. And the company is expected to be $25 billion cash flow negative this year alone. They're counting on $300 billion in contracted revenue from OpenAI to make this all work. But OpenAI's own CFO just told staff she has doubts about whether their revenue growth projections can actually be met. If OpenAI can't pay, this company gets left holding the bag. And unlike Microsoft, unlike Google, unlike Meta — it doesn't have the balance sheet to weather that kind of hit. Marc Lichtenfeld of the Oxford Club breaks down exactly how bad it could get, why the momentum in this stock right now is masking the real risk underneath, and the one additional wildcard — involving a Hollywood merger and a $40 billion personal backstop — that could make everything significantly worse. He also flags two other names worth getting out of before summer, including a healthcare stock that 24 out of 27 Wall Street analysts still love despite a five-year downtrend. 
Marc used to be one of those analysts. He knows exactly how those ratings get made. And he's not buying it. Watch the full video here. Bridget Bennett
MarketBeat P.S. Marc shares stock ideas and market insights regularly through his free Wealthy Retirement newsletter. If you want to hear from him before the next video drops, grab your spot here.
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