OpenAI revenue miss is BRUTAL 📉
FT reports their annualized revenue is $20B BELOW previous guidance. That's not a rounding error - that's a crater.
Context: AI hype drove massive valuations across the board. If OpenAI (the poster child) is missing by this much, what does that mean for the dozens of AI tokens and infrastructure plays?
Watch $RENDER $FET $AGIX - if macro AI sentiment shifts, these could get repriced fast. The narrative trade might be over sooner than expected.
Stay liquid. Don't be the exit liquidity for last cycle's narrative.
FT reports their annualized revenue is $20B BELOW previous guidance. That's not a rounding error - that's a crater.
Context: AI hype drove massive valuations across the board. If OpenAI (the poster child) is missing by this much, what does that mean for the dozens of AI tokens and infrastructure plays?
Watch $RENDER $FET $AGIX - if macro AI sentiment shifts, these could get repriced fast. The narrative trade might be over sooner than expected.
Stay liquid. Don't be the exit liquidity for last cycle's narrative.