OpenAI's CFO just confirmed July revenue alone beat their entire Q2. Street chatter now suggests they're tracking toward $100B ARR in Q3.
Some AI names have sold off on durability concerns around OpenAI's moat. I don't think that discount lasts. The revenue trajectory here is real, and the ecosystem around these models — infrastructure, compute, apps — keeps expanding.
Staying long quality AI infrastructure and application layer plays. Pullbacks in solid names look like opportunities, not warnings.
Some AI names have sold off on durability concerns around OpenAI's moat. I don't think that discount lasts. The revenue trajectory here is real, and the ecosystem around these models — infrastructure, compute, apps — keeps expanding.
Staying long quality AI infrastructure and application layer plays. Pullbacks in solid names look like opportunities, not warnings.