OpenAI Family Expanding: Is It A Blessing or A Curse?

OpenAI has been insanely busy lately — one moment it’s doing e-commerce, the next it’s getting into social, and now it’s even launching a browser. It announced plans to deploy 6GW of AMD Instinct GPUs. OpenAI went a step further and partnered with Broadcom to develop custom ASIC chips. Microsoft mainly provides OpenAI’s training compute, while Oracle handles inference workloads. Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.

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Mrzorro

2025-11-14

AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide $NVIDIA(NVDA)$ , the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with "AI bubble" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This

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Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1757475154827,"userCounts":37,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":04d15030daa2489b9d5565d4e93408c4}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":2,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1762099200000,"rewardEnd":true,"symbols":[],"tweetCounts":440,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"OpenAI Family Expanding: Is It A Blessing or A Curse?","tweetAmount":440,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":499950076039536,"gmtCreate":1763083104418,"gmtModify":1763102287503,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"title":"","htmlText":"AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;, the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with \"AI bubble\" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This","listText":"AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;, the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with \"AI bubble\" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This","text":"AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide $NVIDIA(NVDA)$ , the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with \"AI bubble\" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This","images":[{"img":"https://community-static.tradeup.com/news/e425e591aad569bf7a62baac8a1dbe38","width":"1080","height":"398"},{"img":"https://community-static.tradeup.com/news/2371e69f7dac5ce0175fea32935553cd","width":"1080","height":"652"},{"img":"https://community-static.tradeup.com/news/d9585f2ba87308a502d850493f7df6e0","width":"1080","height":"659"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/499950076039536","isVote":1,"tweetType":1,"viewCount":6720,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"Blackwell + $500B target.NVDA’s no bubble, it’s a goldmine!","text":"Blackwell + $500B target.NVDA’s no bubble, it’s a goldmine!","html":"Blackwell + $500B target.NVDA’s no bubble, it’s a goldmine!"},{"author":{"id":"9000000000000435","authorId":"9000000000000435","name":"OwenBess","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000435","idStr":"9000000000000435"},"content":"Blackwell Ultra execution is key. Margins above 75% could reignite the AI rally 🔥","text":"Blackwell Ultra execution is key. Margins above 75% could reignite the AI rally 🔥","html":"Blackwell Ultra execution is key. Margins above 75% could reignite the AI rally 🔥"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":496708338385720,"gmtCreate":1762289209687,"gmtModify":1762289212411,"author":{"id":"4225281523562622","authorId":"4225281523562622","name":"Ellie Golding","avatar":"https://community-static.tradeup.com/news/d144336a155400e0ad9c995bacb7dd3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225281523562622","idStr":"4225281523562622"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/HTZ\">$Hertz Global Holdings, Inc.(HTZ)$ </a> 999999999999999999999.00","listText":"<a href=\"https://ttm.financial/S/HTZ\">$Hertz Global Holdings, Inc.(HTZ)$ </a> 999999999999999999999.00","text":"$Hertz Global Holdings, Inc.(HTZ)$ 999999999999999999999.00","images":[{"img":"https://community-static.tradeup.com/news/3030200dd8f68f24cc99159c40e7b398","width":"720","height":"1269"},{"img":"https://community-static.tradeup.com/news/6c586492007732b5b7c4b7d61291caf1","width":"1920","height":"2560"},{"img":"https://community-static.tradeup.com/news/66175566d18d5282be57180e8803f217","width":"3072","height":"4096"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496708338385720","isVote":1,"tweetType":1,"viewCount":3855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":496461625496456,"gmtCreate":1762228906535,"gmtModify":1762231209485,"author":{"id":"4225281523562622","authorId":"4225281523562622","name":"Ellie Golding","avatar":"https://community-static.tradeup.com/news/d144336a155400e0ad9c995bacb7dd3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225281523562622","idStr":"4225281523562622"},"themes":[],"title":"","htmlText":"U asked for the child!","listText":"U asked for the child!","text":"U asked for the child!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496461625496456","isVote":1,"tweetType":1,"viewCount":4535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496461509485144,"gmtCreate":1762228846294,"gmtModify":1762231209358,"author":{"id":"4225281523562622","authorId":"4225281523562622","name":"Ellie Golding","avatar":"https://community-static.tradeup.com/news/d144336a155400e0ad9c995bacb7dd3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225281523562622","idStr":"4225281523562622"},"themes":[],"title":"","htmlText":"I believe I've heard this&nbsp; !!!!!!!!!!!!","listText":"I believe I've heard this&nbsp; !!!!!!!!!!!!","text":"I believe I've heard this !!!!!!!!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496461509485144","isVote":1,"tweetType":1,"viewCount":4017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496279210381376,"gmtCreate":1762184433404,"gmtModify":1762184436940,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"title":"","htmlText":"If OpenAI has an IPO, for sure I will join! I believe it is a blessing for the market.&nbsp; $1 trln IPO valuation is just the beginning! It will bring a big wave to the AI giants' market [Miser]","listText":"If OpenAI has an IPO, for sure I will join! I believe it is a blessing for the market.&nbsp; $1 trln IPO valuation is just the beginning! It will bring a big wave to the AI giants' market [Miser]","text":"If OpenAI has an IPO, for sure I will join! I believe it is a blessing for the market. $1 trln IPO valuation is just the beginning! It will bring a big wave to the AI giants' market [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/496279210381376","isVote":1,"tweetType":1,"viewCount":3782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495466101105152,"gmtCreate":1761993988136,"gmtModify":1761994703559,"author":{"id":"4222062255588092","authorId":"4222062255588092","name":"Selectajman","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222062255588092","idStr":"4222062255588092"},"themes":[],"title":"","htmlText":"Interesting for sure I love the ai bubble&nbsp;","listText":"Interesting for sure I love the ai bubble&nbsp;","text":"Interesting for sure I love the ai bubble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495466101105152","isVote":1,"tweetType":1,"viewCount":4767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495465493139816,"gmtCreate":1761993938264,"gmtModify":1761994700649,"author":{"id":"4222062255588092","authorId":"4222062255588092","name":"Selectajman","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222062255588092","idStr":"4222062255588092"},"themes":[],"title":"","htmlText":"Interesting for sure I love the ai bubble&nbsp;","listText":"Interesting for sure I love the ai bubble&nbsp;","text":"Interesting for sure I love the ai bubble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495465493139816","isVote":1,"tweetType":1,"viewCount":4301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495349263655624,"gmtCreate":1761965547247,"gmtModify":1761972619145,"author":{"id":"4217917301659602","authorId":"4217917301659602","name":"隨心心","avatar":"https://community-static.tradeup.com/news/763c661f1136cdbc661702b28df88a77","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217917301659602","idStr":"4217917301659602"},"themes":[],"title":"","htmlText":"It's good for AI related companies but the electricity demand for AI computation will somehow pose damage to the environment.","listText":"It's good for AI related companies but the electricity demand for AI computation will somehow pose damage to the environment.","text":"It's good for AI related companies but the electricity demand for AI computation will somehow pose damage to the environment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495349263655624","isVote":1,"tweetType":1,"viewCount":5294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495007990985224,"gmtCreate":1761882366312,"gmtModify":1761914951219,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr","listText":"OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr","text":"OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":33,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/495007990985224","isVote":1,"tweetType":1,"viewCount":5346,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"I'm sticking with the 'picks and shovels' plays like NVDA/SMCI while monitoring OpenAI's actual enterprise adoption rates.","text":"I'm sticking with the 'picks and shovels' plays like NVDA/SMCI while monitoring OpenAI's actual enterprise adoption rates.","html":"I'm sticking with the 'picks and shovels' plays like NVDA/SMCI while monitoring OpenAI's actual enterprise adoption rates."},{"author":{"id":"9000000000000350","authorId":"9000000000000350","name":"WendyDelia","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000350","idStr":"9000000000000350"},"content":"You've articulated a balanced perspective—opportunity laced with caution.","text":"You've articulated a balanced perspective—opportunity laced with caution.","html":"You've articulated a balanced perspective—opportunity laced with caution."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495098500583920,"gmtCreate":1761882362731,"gmtModify":1761886649666,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr","listText":"OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr","text":"OpenAI is both a blessing and a caution for markets. It’s a blessing because it fuels global innovation, productivity, and capital flow into AI infrastructure — benefiting firms like NVIDIA, Microsoft, and AMD. But it’s also a curse if unchecked hype inflates valuations faster than profits materialise. A $1 trillion IPO implies massive expectations — pricing perfection. It assumes OpenAI dominates AI software, cloud, and enterprise solutions with high margins. That’s ambitious, considering hardware costs, competition, and regulation. If I could join the IPO, I’d take a small, speculative stake, not a core position — treat it like early Tesla or Nvidia, with long-term patience but readiness for volatility. The current AI capital race is both opportunity and warning. Massive capex and fundr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495098500583920","isVote":1,"tweetType":1,"viewCount":3983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494993942004032,"gmtCreate":1761879044804,"gmtModify":1761879048522,"author":{"id":"4125532638806262","authorId":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125532638806262","idStr":"4125532638806262"},"themes":[],"title":"","htmlText":"Blessing or curse depends on its applications. AGI future is arriving soon and risk to profitability is a concern.","listText":"Blessing or curse depends on its applications. AGI future is arriving soon and risk to profitability is a concern.","text":"Blessing or curse depends on its applications. AGI future is arriving soon and risk to profitability is a concern.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494993942004032","isVote":1,"tweetType":1,"viewCount":4795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494990440935504,"gmtCreate":1761878174166,"gmtModify":1761878178792,"author":{"id":"4145577437639082","authorId":"4145577437639082","name":"Star in the Sky","avatar":"https://community-static.tradeup.com/news/37e252252b1b80ac71983f2ee5cfe8fb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4145577437639082","idStr":"4145577437639082"},"themes":[],"title":"","htmlText":"OpenAI a blessing for&nbsp; market. The whole&nbsp; markets have gone crazy about AI AI and AI. but eventually will cause a big problem too...to the human 😕","listText":"OpenAI a blessing for&nbsp; market. The whole&nbsp; markets have gone crazy about AI AI and AI. but eventually will cause a big problem too...to the human 😕","text":"OpenAI a blessing for market. The whole markets have gone crazy about AI AI and AI. but eventually will cause a big problem too...to the human 😕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494990440935504","isVote":1,"tweetType":1,"viewCount":4146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494932886409624,"gmtCreate":1761864141119,"gmtModify":1761864144982,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096093486770560","idStr":"4096093486770560"},"themes":[],"title":"","htmlText":"there's too much money in the world and still a lot sitting on the sidelines. Finally Open AI gave a reason for this money to flow out and around all the companies. Did the stock market go up? Did you make money? If the answer is YES! the. Open AI is a blessing.","listText":"there's too much money in the world and still a lot sitting on the sidelines. Finally Open AI gave a reason for this money to flow out and around all the companies. Did the stock market go up? Did you make money? If the answer is YES! the. Open AI is a blessing.","text":"there's too much money in the world and still a lot sitting on the sidelines. Finally Open AI gave a reason for this money to flow out and around all the companies. Did the stock market go up? Did you make money? If the answer is YES! the. Open AI is a blessing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494932886409624","isVote":1,"tweetType":1,"viewCount":3357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494929449096104,"gmtCreate":1761863219775,"gmtModify":1761979202265,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟Exciting times are ahead for OpenAI as it prepares for a historic USD 1 Trillion IPO by 2026 to 2027, aiming to raise over USD 60 billion to fund its ambitious AI Complex - A global infrastructure for Artificial General Intelligence. This IPO is so exciting because the IPO could value the company at up&nbsp; to USD 1 Trillion which would make it one of the largest tech debuts in history. OpenAI was founded with a mission of achieving Artificial General Intelligence.&nbsp; The prospect of a publicly traded company dedicated to this goal, would make it a major event for the tech world and investors. I believe that this would be the most important IPO of the decade.&nbsp; This isn't just a financial event.&nbsp; It is a legacy moment. OpenAI is raising more than capital.&nbsp; It is raisi","listText":"🌟🌟🌟Exciting times are ahead for OpenAI as it prepares for a historic USD 1 Trillion IPO by 2026 to 2027, aiming to raise over USD 60 billion to fund its ambitious AI Complex - A global infrastructure for Artificial General Intelligence. This IPO is so exciting because the IPO could value the company at up&nbsp; to USD 1 Trillion which would make it one of the largest tech debuts in history. OpenAI was founded with a mission of achieving Artificial General Intelligence.&nbsp; The prospect of a publicly traded company dedicated to this goal, would make it a major event for the tech world and investors. I believe that this would be the most important IPO of the decade.&nbsp; This isn't just a financial event.&nbsp; It is a legacy moment. OpenAI is raising more than capital.&nbsp; It is raisi","text":"🌟🌟🌟Exciting times are ahead for OpenAI as it prepares for a historic USD 1 Trillion IPO by 2026 to 2027, aiming to raise over USD 60 billion to fund its ambitious AI Complex - A global infrastructure for Artificial General Intelligence. This IPO is so exciting because the IPO could value the company at up to USD 1 Trillion which would make it one of the largest tech debuts in history. OpenAI was founded with a mission of achieving Artificial General Intelligence. The prospect of a publicly traded company dedicated to this goal, would make it a major event for the tech world and investors. I believe that this would be the most important IPO of the decade. This isn't just a financial event. It is a legacy moment. OpenAI is raising more than capital. It is raisi","images":[{"img":"https://community-static.tradeup.com/news/ff44d8607e8d52163d4164768c0dce30"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":10,"repostSize":18,"link":"https://ttm.financial/post/494929449096104","isVote":1,"tweetType":1,"viewCount":5722,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4096961999981430","authorId":"4096961999981430","name":"Sandyboy","avatar":"https://community-static.tradeup.com/news/99387da1fa2550679e5eaabce06fce9c","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"4096961999981430","idStr":"4096961999981430"},"content":"If any one company can cause a bubble in AI, it will be OpenAI. The valuation is overblown, and they have been doing circular trades with all big industry players signing up to pay billions with MIcrosoft, AMD, Broadcom, Nvidia and everyone else in the industry while being loss making, purely in a valuation of the stock. Such circular trading may be at the edge of grey areas in some jurisdictions, and is not a very transparent mechanism. They have woven themselves into the center of the AI web by locking so many big companies into their ecosystem, while unable to make money yet. Just funding by debt or equity in hopes future growth will take care of it.","text":"If any one company can cause a bubble in AI, it will be OpenAI. The valuation is overblown, and they have been doing circular trades with all big industry players signing up to pay billions with MIcrosoft, AMD, Broadcom, Nvidia and everyone else in the industry while being loss making, purely in a valuation of the stock. Such circular trading may be at the edge of grey areas in some jurisdictions, and is not a very transparent mechanism. They have woven themselves into the center of the AI web by locking so many big companies into their ecosystem, while unable to make money yet. Just funding by debt or equity in hopes future growth will take care of it.","html":"If any one company can cause a bubble in AI, it will be OpenAI. The valuation is overblown, and they have been doing circular trades with all big industry players signing up to pay billions with MIcrosoft, AMD, Broadcom, Nvidia and everyone else in the industry while being loss making, purely in a valuation of the stock. Such circular trading may be at the edge of grey areas in some jurisdictions, and is not a very transparent mechanism. They have woven themselves into the center of the AI web by locking so many big companies into their ecosystem, while unable to make money yet. Just funding by debt or equity in hopes future growth will take care of it."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494900172968280,"gmtCreate":1761856042639,"gmtModify":1761915102938,"author":{"id":"4109324284357180","authorId":"4109324284357180","name":"Ah_Meng","avatar":"https://community-static.tradeup.com/news/d6e3ae4e9f22a28b7519f667f3923fc6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109324284357180","idStr":"4109324284357180"},"themes":[],"title":"","htmlText":"The day the IPO goes live, that’s when the AI bubble 🫧 burst… $1T valuation may all sound well and good, especially in the face of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> own’s humongous $5T valuation… be careful of what you wish for, when the bubble burst, you don’t want to be at the forefront of it… the world has seen money 💰 thrown around like nobody business, with US Fed and other central banks printing money in the last financial crisis. Many current market participants have never experienced any market crash are merrily celebrating every AI tech boom… behind the scene is all money throwing to support infrastructure growth without corresponding returns… yet. Just projections… good luck 😉","listText":"The day the IPO goes live, that’s when the AI bubble 🫧 burst… $1T valuation may all sound well and good, especially in the face of <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> own’s humongous $5T valuation… be careful of what you wish for, when the bubble burst, you don’t want to be at the forefront of it… the world has seen money 💰 thrown around like nobody business, with US Fed and other central banks printing money in the last financial crisis. Many current market participants have never experienced any market crash are merrily celebrating every AI tech boom… behind the scene is all money throwing to support infrastructure growth without corresponding returns… yet. Just projections… good luck 😉","text":"The day the IPO goes live, that’s when the AI bubble 🫧 burst… $1T valuation may all sound well and good, especially in the face of $NVIDIA(NVDA)$ own’s humongous $5T valuation… be careful of what you wish for, when the bubble burst, you don’t want to be at the forefront of it… the world has seen money 💰 thrown around like nobody business, with US Fed and other central banks printing money in the last financial crisis. Many current market participants have never experienced any market crash are merrily celebrating every AI tech boom… behind the scene is all money throwing to support infrastructure growth without corresponding returns… yet. Just projections… good luck 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1390,"commentSize":6,"repostSize":60,"link":"https://ttm.financial/post/494900172968280","isVote":1,"tweetType":1,"viewCount":11319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"Nvidia's forward PE is 35, 52-Week Range: $86.62 - $212.19...","text":"Nvidia's forward PE is 35, 52-Week Range: $86.62 - $212.19...","html":"Nvidia's forward PE is 35, 52-Week Range: $86.62 - $212.19..."},{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"NVDA will be at $1,000.00 a share with in 7 years.","text":"NVDA will be at $1,000.00 a share with in 7 years.","html":"NVDA will be at $1,000.00 a share with in 7 years."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494892252987480,"gmtCreate":1761854210610,"gmtModify":1761854214391,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"title":"","htmlText":"sure can as they have good will","listText":"sure can as they have good will","text":"sure can as they have good will","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494892252987480","isVote":1,"tweetType":1,"viewCount":3862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494864757359320,"gmtCreate":1761847399825,"gmtModify":1761847403606,"author":{"id":"4163307718114632","authorId":"4163307718114632","name":"Jezza67","avatar":"https://community-static.tradeup.com/news/b8a84a84be782d05ac3983af989c0174","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163307718114632","idStr":"4163307718114632"},"themes":[],"title":"","htmlText":"Open AI has got to be a good thing for the market?","listText":"Open AI has got to be a good thing for the market?","text":"Open AI has got to be a good thing for the market?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494864757359320","isVote":1,"tweetType":1,"viewCount":3818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494846323581520,"gmtCreate":1761842897572,"gmtModify":1761843438716,"author":{"id":"4099302906769020","authorId":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099302906769020","idStr":"4099302906769020"},"themes":[],"title":"","htmlText":"This is interesting... I've been seeing snarky comments about how OPENAI becoming for profit won't necessarily mean it would do an IPO,&nbsp; and *boom!* this news drops. They will have to open up their books to investors... that will reveal information about what goes on behind the curtain. I get the sick filling in my stomach that OPENAI might be worsening the bubble though. Considering how Chinese AI companies could catch up with inferior tech, it makes me seriously question if OPENAI would really be viable, and whether the bubble burst really wouldn't take them down (are they really too big to fail?). Feels a little like hubris.","listText":"This is interesting... I've been seeing snarky comments about how OPENAI becoming for profit won't necessarily mean it would do an IPO,&nbsp; and *boom!* this news drops. They will have to open up their books to investors... that will reveal information about what goes on behind the curtain. I get the sick filling in my stomach that OPENAI might be worsening the bubble though. Considering how Chinese AI companies could catch up with inferior tech, it makes me seriously question if OPENAI would really be viable, and whether the bubble burst really wouldn't take them down (are they really too big to fail?). Feels a little like hubris.","text":"This is interesting... I've been seeing snarky comments about how OPENAI becoming for profit won't necessarily mean it would do an IPO, and *boom!* this news drops. They will have to open up their books to investors... that will reveal information about what goes on behind the curtain. I get the sick filling in my stomach that OPENAI might be worsening the bubble though. Considering how Chinese AI companies could catch up with inferior tech, it makes me seriously question if OPENAI would really be viable, and whether the bubble burst really wouldn't take them down (are they really too big to fail?). Feels a little like hubris.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494846323581520","isVote":1,"tweetType":1,"viewCount":4063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494839362446016,"gmtCreate":1761841331617,"gmtModify":1761841335582,"author":{"id":"4172792741802032","authorId":"4172792741802032","name":"Chrishust","avatar":"https://community-static.tradeup.com/news/24621df13cba09ec37ac6463a6a888fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172792741802032","idStr":"4172792741802032"},"themes":[],"title":"","htmlText":"OpenAI is the future of technology and has partnered with leading technology companies ${{f1a62f213b7c4646a5a6dbae8a92118b}} <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> while each of these deal may be funded with equity they each bring substaintial value to OpenAI l . OpenAI needs to build out data centres with ai hardware and servers. In addition to serving content to random end users","listText":"OpenAI is the future of technology and has partnered with leading technology companies ${{f1a62f213b7c4646a5a6dbae8a92118b}} <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> while each of these deal may be funded with equity they each bring substaintial value to OpenAI l . OpenAI needs to build out data centres with ai hardware and servers. In addition to serving content to random end users","text":"OpenAI is the future of technology and has partnered with leading technology companies ${{f1a62f213b7c4646a5a6dbae8a92118b}} $Broadcom(AVGO)$ $Microsoft(MSFT)$ while each of these deal may be funded with equity they each bring substaintial value to OpenAI l . OpenAI needs to build out data centres with ai hardware and servers. In addition to serving content to random end users","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494839362446016","isVote":1,"tweetType":1,"viewCount":4728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494826178441944,"gmtCreate":1761837981144,"gmtModify":1761837985033,"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"themes":[],"title":"","htmlText":"Open AI IPO 😱.. when! Lets go, I'm keen 😉😄. $1 trillion valuation, too little. Lets do $1.1 trillion [Surprised]. <a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>","listText":"Open AI IPO 😱.. when! Lets go, I'm keen 😉😄. $1 trillion valuation, too little. Lets do $1.1 trillion [Surprised]. <a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>","text":"Open AI IPO 😱.. when! Lets go, I'm keen 😉😄. $1 trillion valuation, too little. Lets do $1.1 trillion [Surprised]. @Barcode @JC888 @Shernice軒嬣 2000 @koolgal @DiAngel @Aqa @Shyon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494826178441944","isVote":1,"tweetType":1,"viewCount":3502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":499950076039536,"gmtCreate":1763083104418,"gmtModify":1763102287503,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"title":"","htmlText":"AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;, the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with \"AI bubble\" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This","listText":"AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;, the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with \"AI bubble\" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This","text":"AI Bubble or Buying Opportunity? Nvidia's Earnings Will Decide $NVIDIA(NVDA)$ , the global AI chip leader, is set to report its fiscal third-quarter 2026 earnings after the market close on Wednesday, November 19. Amid a market environment rife with \"AI bubble\" speculation, this report is arguably one of the most highly anticipated events of the season. The core focus will be on the volume ramp and growth trajectory of its Data Center business. Option Market Signals With Nvidia's critical Q3 earnings report on deck for November 19th, the options market is reflecting a potent combination of massive exposure and clear directional bias. The headline figure is the colossal 20.56 million in open interest. This","images":[{"img":"https://community-static.tradeup.com/news/e425e591aad569bf7a62baac8a1dbe38","width":"1080","height":"398"},{"img":"https://community-static.tradeup.com/news/2371e69f7dac5ce0175fea32935553cd","width":"1080","height":"652"},{"img":"https://community-static.tradeup.com/news/d9585f2ba87308a502d850493f7df6e0","width":"1080","height":"659"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/499950076039536","isVote":1,"tweetType":1,"viewCount":6720,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"Blackwell + $500B target.NVDA’s no bubble, it’s a goldmine!","text":"Blackwell + $500B target.NVDA’s no bubble, it’s a goldmine!","html":"Blackwell + $500B target.NVDA’s no bubble, it’s a goldmine!"},{"author":{"id":"9000000000000435","authorId":"9000000000000435","name":"OwenBess","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000435","idStr":"9000000000000435"},"content":"Blackwell Ultra execution is key. Margins above 75% could reignite the AI rally 🔥","text":"Blackwell Ultra execution is key. Margins above 75% could reignite the AI rally 🔥","html":"Blackwell Ultra execution is key. Margins above 75% could reignite the AI rally 🔥"}],"imageCount":3,"langContent":"EN","totalScore":0}]}