Babyfolio
@babyfolio
Software engineer & Investor for 10+ years managing generational wealth for my 2 babies. Covering AI infrastructure.
↓ My Portfolio & Real-time Trade Alerts ↓
加入 February 2021
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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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