OT: Stock and Investment Thread

[Postman_1]

Anyone following Exxon and Chevron this year?

Picked up XOM in 2020 when everything crashed. Been holding since. Them dividends are nice.

Picked up some more GRNY today

 

[Rutgers Chris]

I have actually switched to Gemini from
Open AI. It is much better IMO in so many ways especially in response and usability.

Same here but they both really need challenging. They are great at telling you what you want to hear but they also make things up to fill in the blanks. The way Google has imbedded it into their different tools has been great

 

[RUBlackout]

Same here but they both really need challenging. They are great at telling you what you want to hear but they also make things up to fill in the blanks. The way Google has imbedded it into their different tools has been great

Agreed! They are both bad in doing that but I feel Gemini has been better in that aspect.

 

[Rutgers Chris]

Which Fs the market first OpenAI bust or BTC collapse? Strange market. Gemini unstoppable in consumer. Even my wife is using it and now she asks me a fraction of the usual dumb questions. The voice assistant feature is flawless. I don’t know enough about Claude but hearing it’s the enterprise equivalent.

Software contagion con’t taking down a lot of stocks including best of breed cyber like CRWD and PANW. Crypto = COIN and HOOD buried. RDDT cooked. Nothing working in consumer platforms like ABNB and DASH. SHOP taking a beating (ugh I bought recently)

OpenAI. Crypto is isolated and crashes and ends the world every four years while the market survives. OpenAI is the power strip plugged into itself meme

 

[Postman_1]

AMD

 

[RUAldo]

OpenAI. Crypto is isolated and crashes and ends the world every four years while the market survives. OpenAI is the power strip plugged into itself meme

Will be interesting to see if OpenAI races to an IPO because it’s gonna burn through over $100B this year.

 

[RUBlackout]

Will be interesting to see if OpenAI races to an IPO because it’s gonna burn through over $100B this year.

It’s fascinating really in the arms race for generative and agentic AI. I see Google being a very big winner here because they have the backing of a profitable company that has needed to shift their search/marketinf model. Their partnership with Apple will now bring them a ton of data to improve upon.
I’m still shocked as to how Microsoft’s copilot is so bad—they have a massive ecosystem os users and data and just can’t get it together. Outside of excel and maybe even PowerPoint their suite of products is brutal

 

[T2Kplus20]

Which Fs the market first OpenAI bust or BTC collapse? Strange market. Gemini unstoppable in consumer. Even my wife is using it and now she asks me a fraction of the usual dumb questions. The voice assistant feature is flawless. I don’t know enough about Claude but hearing it’s the enterprise equivalent.

Software contagion con’t taking down a lot of stocks including best of breed cyber like CRWD and PANW. Crypto = COIN and HOOD buried. RDDT cooked. Nothing working in consumer platforms like ABNB and DASH. SHOP taking a beating (ugh I bought recently)

Those best in breed stocks are you ones you should be stacking now. CRWD, PANW, and HOOD and RDDT. No COIN.

 

[T2Kplus20]

OpenAI. Crypto is isolated and crashes and ends the world every four years while the market survives. OpenAI is the power strip plugged into itself meme

People waiting for an OpenAI crash will be sorely surprised when its first Blackwell-based model comes out. It's going to b-slap Gemini.

Watch the Blackwell section: