@saccofinancial: Chip stocks just got SMOKED 📉 OpenAI supposedly "missed" its revenue target — $50B annualized vs the $68-70B reported. Nvidia -3%, AMD -4%, Micron -5%. But here's the detail everyone's missing 👇 That $68B number INCLUDED partner revenue — added so investors could compare OpenAI to Anthropic directly. Two different ways of measuring, compared like they're the same thing. This isn't $20B of business disappearing. And even if OpenAI were slowing, I wouldn't panic on the AI trade. Anthropic is massive now. Google's pushing Gemini. Meta's building models. ChatGPT isn't even the undisputed leader anymore. One company missing expectations ≠ AI infrastructure demand disappearing. This selloff says more about nervous investors than AI demand. 🤷 👉 Follow Sacco Financial — I investigate what Wall Street is missing. ⚠️ Not financial advice. Do your own research. 💬 Warning sign or overreaction? Drop your take 👇 #OpenAI #AIStocks #Nvidia #creatorsearchinsights #stocktobuynow

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Friday 09 October 2026 16:21:05 GMT