- Entry
- $387.66
- Now
- $371.67 -4.1%
- Target
- —
- Score
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The cadence of AI progress right is set by OpenAI and their releases of new ChatGPT models. I believe this a temporary phenomena as hyperscalers, sovereign nations, and even large corporates abandon the closed-architecture of OpenAI with Nvidia GPUs. The future is open sourced hardware (TPUs) and software (Gemini) and $GOOGL has shown itself to be at the forefront of this evolution. Ironically, the CUDA moat that made $NVDA famous will likely lead to its toppling (AMD ROCm is getting …
— ORIGINAL POST ·
$GOOGL AI Complex will beat OpenAI and $NVDA
· r/stocks
· May 23, 2026