Babyfolio(@babyfolio):I've been bullish on OpenAI for a long time, well before Astra. Some of you asked me in the replies how they can get exposure to OpenAI. The simplest ways to play it are: $ORCL, $CRWV, $SFTBY. $ORCL probably offers the best risk/reward of the three. The stock is nearly 60% off its highs and trades at just 20x forward earnings, mainly due to concerns around OpenAI customer concentration. My bet is that OpenAI proves to be a great customer and will use every bit of capacity Oracle can bring online.

Babyfolio

@babyfolio

Software engineer & Investor for 10+ years managing generational wealth for my 2 babies. Covering AI infrastructure. ↓ My Portfolio & Real-time Trade Alerts ↓

参加 February 2021

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Babyfolio@babyfolio

2026.09.15 06:02

I've been bullish on OpenAI for a long time, well before Astra. Some of you asked me in the replies how they can get exposure to OpenAI. The simplest ways to play it are: $ORCL, $CRWV, $SFTBY. $ORCL probably offers the best risk/reward of the three. The stock is nearly 60% off its highs and trades at just 20x forward earnings, mainly due to concerns around OpenAI customer concentration. My bet is that OpenAI proves to be a great customer and will use every bit of capacity Oracle can bring online.

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