Ehhhh?

I guess, maybe, but perhaps the risk that GP is commenting on is that it could be it's own form of Juicing.

I do sincerely doubt, even with the big shifts that AI enables to have companies 'move away' from Oracle, that Oracle will default.

On the other hand, There's still an elevated chance of decline.

IOW, Those stocks might move from pension type plans to different baskets as a result, however there is a non-negligible risk of some (not total!) loss in the 5-10 year term.

Will add, I would -hope- that the same pension rules around selling questionable stocks, would also have rules limiting what level of exploitation is possible.