It seems markets were waiting for my pprtfolio to reach ATH 🤣🤣 Markets have been red for 2 consecutive days. Along with oil jitters and yield concerns, news broke out today that OpenAI revenue for september end might be less than it had projected earlier. There is a lot of confusion around how OpenAI and Anthropic are reporting revenue but if revenue acceleration is truly short of investor expectations, it impacts the whole AI infrastructure landscape including chip behemoths $AMD$NVDA$AVGO . It seems Anthropic is going to IPO end of october/november. I am eagerly awaiting as once they start reporting there would be more clarity on their metrics.
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2 Comments
Scott S@scottsinvesting · 13d
It’s been a couple months since my portfolio’s been at an ATH. Well done!
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