ANOTHER CRACK IN THE AI HYPE MACHINE!
Financial Times just dropped a BOMB: OpenAI's annualized revenue hit ~$50 billion end of September — way SHORT of the $70 billion Wall Street was pricing in! That's a MASSIVE miss and another data point screaming that AI expectations got WAY ahead of reality.
This is NOT the blowout growth story the bulls were banking on. When the poster child of AI can't hit numbers, what does that say about the rest of the space? Valuation compression is REAL.
We've been calling this — the AI trade is cracking. Fundamentals matter, and right now they're NOT supporting these nosebleed valuations. We're DOUBLING DOWN on our shorts in 3 AI names.
If you're long frothy AI stocks with no earnings, WATCH OUT. This party's getting ugly fast. The tape doesn't lie — and neither does a $20 billion revenue shortfall! 💥
Financial Times just dropped a BOMB: OpenAI's annualized revenue hit ~$50 billion end of September — way SHORT of the $70 billion Wall Street was pricing in! That's a MASSIVE miss and another data point screaming that AI expectations got WAY ahead of reality.
This is NOT the blowout growth story the bulls were banking on. When the poster child of AI can't hit numbers, what does that say about the rest of the space? Valuation compression is REAL.
We've been calling this — the AI trade is cracking. Fundamentals matter, and right now they're NOT supporting these nosebleed valuations. We're DOUBLING DOWN on our shorts in 3 AI names.
If you're long frothy AI stocks with no earnings, WATCH OUT. This party's getting ugly fast. The tape doesn't lie — and neither does a $20 billion revenue shortfall! 💥