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“A company begging for $100 billion just to stay alive, burning $17 billion a year with no moat, priced at $830 billion on $12.7 billion of sales. The odds are long it survives.”
Source
Chris BloomstranSource“Subject:”00:00
“OpenAI doesn't own its chips. It's dependent on NVIDIA for hardware and on Microsoft for Azure's cloud. It has negative unit economics, losing money on every query.”
Performance
Entry$188.26
Current$194.86
Since call-3.51%
Confidence72%
How this was scored
Entry$188.26Dec 31, 2025 · 12:00 UTC · paste.trade
Resolution$194.83Jul 4, 2026 · 01:56 UTC · resolve-claims-cron
Horizonhinting at a Q4 2026 IPOparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 4, 2026 · 01:56 UTC