SandemanStocks(@Sandeman52):The more I hear about the facts behind the Open AI numbers, the more it reminds me of the “$META will sell excess compute” nonsense that brought everything down over the summer. This market is traded on tweets, sound bites and misinformation…algos then eat the news up and shoot first, aim second. Short term, the market is a whipsaw. Zoom out and it’s much smoother. Longer time frames = smoother rides. Ignore the noise.

2026.10.08 17:57

The more I hear about the facts behind the Open AI numbers, the more it reminds me of the “$META will sell excess compute” nonsense that brought everything down over the summer. This market is traded on tweets, sound bites and misinformation…algos then eat the news up and shoot first, aim second. Short term, the market is a whipsaw. Zoom out and it’s much smoother. Longer time frames = smoother rides. Ignore the noise.

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Jonah Lupton@JonahLupton

2026.10.08 17:52

Lots of commentary the past hour on @OpenAI's current ARR... plenty of data sources like @tickerplus were still using the net numbers (not gross) so had @OpenAI at $50B (versus $70B for gross) which might be disappointing to some however this is still a beautiful looking chart in terms of growth trajectory. Definitely some major overreactions in the market today on this news which is only coming from one source ie Financial Times (they are wrong quite often).

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