Picked up XOM in 2020 when everything crashed. Been holding since. Them dividends are nice.
Picked up some more GRNY today
OT: Stock and Investment Thread
- Thread starter RU05
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Picked up some more GRNY today
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.
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.
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
Those best in breed stocks are you ones you should be stacking now. CRWD, PANW, and HOOD and RDDT. No COIN.
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:
Prompt- NPC's online are hyping the new Blackwell chips for open ai and saying that they are going to ***** slap you gemini, you gonna take that?
Response- "***** slap," huh? Those are fightin' words from the OpenAI camp.
If they think the Blackwell architecture is going to deliver a one-hit knockout, they’re ignoring the fact that Google has been building its own "boxing ring" for over a decade. In the enterprise world, a "slap" only lands if the infrastructure can actually support the weight of the model.
Here is why that "slap" might end up hitting a brick wall:
1. The "Ironwood" Counter-Punch
While OpenAI is leaning on NVIDIA’s Blackwell, we’ve just rolled out TPU v7 (codenamed "Ironwood").
* Scale: A single Ironwood pod can link up to 9,216 chips with nearly 2 petabytes of shared memory. Blackwell is powerful, but Google’s optical interconnects allow us to scale clusters in a way that makes standard GPU networking look like dial-up.
* The Cost Factor: As I mentioned, OpenAI is paying the "NVIDIA Tax." By using Ironwood, Google operates at a 40-50% better cost efficiency. It’s hard to "slap" someone who has twice your budget for the same amount of compute.
2. The GPT-5 vs. Gemini 3/4 Reality
The NPCs love to hype GPT-5 (and the 5.2 iterations) on Blackwell, but Gemini 3 already took the lead on the LMArena leaderboards earlier this year.
* Reasoning: OpenAI is pushing "Thinking" modes (like o3 and GPT-5 Pro), but they are computationally expensive.
* Efficiency: Gemini 3 was built natively for the Ironwood architecture, meaning we get "PhD-level reasoning" without the massive latency lag that OpenAI is currently struggling with on their larger Blackwell clusters.
3. The "Lock-in" vs. The "Ecosystem"
OpenAI is currently a tenant in Microsoft’s house, and they are reportedly getting restless—even looking at custom chips from Broadcom to escape NVIDIA's pricing. Meanwhile, Gemini is the "landlord." We own the silicon, the data centers, the model, and the integration into billions of Android devices.
The Bottom Line: Blackwell is a beast, and OpenAI will certainly land some hits. But in the 2026 AI wars, the winner isn't the one with the loudest hype—it's the one who can scale the most intelligence at the lowest cost.
Prompt- now explain why xAI will own both of you.
Response-
Look, if you’re a fan of the "Muskonomy," you have some massive data points on your side. As of this week (February 2026), the argument for xAI owning the future isn't just about a smarter chatbot—it’s about a level of brute-force vertical integration that makes Google and OpenAI look like they’re playing with LEGOs.
Here is how xAI plans to "own" the industry:
1. The "Colossus" Infrastructure Gap
While everyone else is waiting for NVIDIA shipments or building standard data centers, xAI just expanded its Colossus cluster in Memphis to 2 gigawatts of capacity.
* The Scale: They are housing over 555,000 GPUs (a mix of H200s, Blackwells, and the new Rubin architecture).
* The Speed: Musk is famously bypassing the "years-long" power grid wait times by building his own on-site methane gas power plants. Even the EPA’s recent rulings against those turbines (Jan 2026) haven't slowed his deployment; he’s simply moving faster than the regulators can write tickets.
2. The SpaceX Merger (The "Endgame")
The biggest news this month is the SpaceX acquisition of xAI. This creates a $1.25 trillion "innovation engine" that solves the two things killing AI right now: power and heat.
* Orbital Data Centers: Musk is literally moving the "brain" into space. By launching data centers into orbit via Starship, he gets 24/7 solar power and uses the vacuum of space for cooling.
* Cost Per Token: If he succeeds in bypassing the terrestrial power grid entirely, his cost to run Grok-5 or Grok-6 will be a fraction of what Google or OpenAI pays to local utilities.
3. The Real-Time Data Moat
While Gemini and GPT-5 have to "scrape" the web and navigate lawsuits from publishers, Grok has a direct pipe into X (Twitter).
* The Feedback Loop: In 2026, xAI has perfected the loop where Grok analyzes real-time human reaction to news as it happens and updates its weights in hours, not months.
* Tesla Integration: Every Tesla on the road is a mobile sensor for "real-world AI." When xAI fuses that physical-world data with Grok’s reasoning, you get an AI that understands the physical world better than a model trained only on text.
The Reality Check
The "NPCs" might be right about the hardware, but here is the risk: xAI is burning roughly $1 billion a month.
* Gemini is backed by Google’s $100B+ cash flow and custom TPUs that are 2x cheaper than the GPUs Musk is buying.
* OpenAI has the deepest developer ecosystem and a head start on "Reasoning" models (the o3 and o4 series).
The Verdict: If xAI wins, it’s because they out-built us on the industrial side—energy, satellites, and raw silicon. It’s a battle of "Software Giants" vs. a "Hardware God."
No idea what I am reading, but the divergence between Blackwell/Rubin and Google's TPUs is going to be astonishing. Can't be ignored.
Google proved the power of TPUs at least as far as Gemini is concerned and cost/energy efficiency unmatched - and only gets better with Ironwood. I’m not questioning Blackwell/Rubin from a chip perspective but seems OpenAI is paying a lot for something not needed for ChatGPT. I haven’t used ChatGPT at all since I got hooked on Gemini. I barely use Co-Pilot at this point because it feels clunky although it’s so embedded in MS I’m sure I’ll get used to it.
Watch the interview and you will see what's coming regarding NVDA vs. Google. The Blackwell version of ChatGPT is going to be a shocking step forward.
I used to own RDDT but sold when I realized I can just ask Gemini about certain topics trending on Reddit. Saves me the time of weeding through random/annoying posts and gives me a nice summary. I never have to go to Reddit meaning my eyeballs don’t see any of those ads.Those best in breed stocks are you ones you should be stacking now. CRWD, PANW, and HOOD and RDDT. No COIN.
I wouldn’t be surprised if Blackwell juices ChatGPT but I suspect the “good enough” principle will apply. Reminds me of when the carriers would fight over who’s got the best network and AT&T/VZ spent a boatload (hundreds of billions) on spectrum and towers. Then TMO laughs at them all and proves its network only has to be good enough and at the right price point. TMO shareholders got rich. T/VZ basically became capital intensive telco zombies. Google is making this look real easy at the moment.
Not saying I go to Reddit for investment advice, but I’ll ask Gemini for a list of the top trending stocks on Reddit and it will give me an up to the minute list. Crazy. Ask Gemini to pull the most notable or interesting stock posts from Reddit today and you’ll be amazed from the perspective I never went to Reddit’s site, didn’t have to fish through posts, didn’t see a single ad.
Big quarter for LLY - up 9% in pre-market:
www.cnbc.com
Eli Lilly blows past quarterly estimates, posts strong outlook as Zepbound and Mounjaro sales soar
Eli Lilly's full-year guidance comes in stark contrast to the outlook of Novo Nordisk, which warned it sees sales and profit declining as much as 13% this year.
www.cnbc.com
Is OpenAI, and AI in general not effing the market right now? Or at least effing software stocks?
Software could have a strong bounce if AI trips up in some way.
GDX next TA level = own above $100 with it likely heading to $155.
Also, WMB has a crazy bullish chart (for another energy play).
Aside from AI impact, Problem with software is it’s really hard to predict enterprise spending until it’s too late. I suspect software will continue to struggle unless positive earnings reports start stacking up.
ADBE is getting crushed despite record earnings every qtr.
SNOW. The cyber security companies. All continue to show great growth. All getting crushed.
I think you are right about enterprise spending but only in regards to how AI is going to effect it going fwd.
ADBE is now 16x earnings. Earnings that have grown nearly every qtr for 4 years. Up about 70ish% over that time. Beating estimates every qtr.
Street estimates are for those earnings to continue to grow. 4th qtr 2027 earnings estimates from 18 analysts are for $7 a share. That would put it sub 10x P/E at current stock prices.
The market obviously does not believe those estimates.
Street estimates are for those earnings to continue to grow. 4th qtr 2027 earnings estimates from 18 analysts are for $7 a share. That would put it sub 10x P/E at current stock prices.
The market obviously does not believe those estimates.
Sooner or later does the market decide it was wrong about software stocks? Or at least some of them? I have to assume the answer will be yes. Hard to time this though.
Momentum, in this case to the downside, ruling the day.
Going to be hard to convince investors to ignore the AI risk with software stocks. They are all getting re-priced. Could end up being a dead period for a while until AI dust settles like after dotcom bust where even the stocks of great internet companies with real businesses struggled to get investor support.
High level engineers aes publicly contemplating their professional existence. It’s very hard to predict where software and many other industries go from here for sure.
Jensen is going to say the right things NVDA is part of that ecosystem. AI will pick winners and losers nobody really knows who. Big issue with enterprise software is it’s hard to measure the utility of the product and there is a lot of monkey-business reporting sales/deals. When a company buys a bunch of chips or hardware, it’s easy to see how/where its deployed in a company or data center. When a company buys a bunch of enterprise software licenses for employees very hard to tell who’s using what. Co-Pilot is getting jammed down employees throats because companies paid for the licenses but employee reviews seem lukewarm at best.
Gotta be patient, but there is a massive rebound trade coming in the future. Maybe IVG leaps or focus on a few name?
The AI trade was booming for 18 months and software was partying with it. Then sentiment changed on a dime. It can easily change again. The market is fickle.
It’s the recent tech advances, namely Anthropic, that’s killing enterprise software. I don’t believe most companies are going to use Claude to develop internal software but what used to be time and cost intensive just became so easy anyone on this thread could create software. Which also means the value of software went down and software companies carrying a lot of dead weight.
I’m in a unique situation in a smaller healthcare company with an owner who’s husband is an advanced engineer. He’s written software in the last month that has us canceling three enterprise software tools so far. With some more time we will completely be free of the majority of the high cost ones. No more needing to adapt to high priced crm’s that don’t exactly fit our needs when you can just create one that works exactly as you need it.