@futurenvesting · Exit MSFT

Strap in for another wave of AI spending fears. OpenAI says ARR is closer to $50b vs expectations of $70b. This is going to scare many of the cloud names, but especially $MSFT & $ORCL, which have close ties to OpenAI specifically.

*Walter Bloomberg@DeItaone

OPENAI RECENTLY TOLD INVESTORS ITS REVENUES WERE APPROACHING $50BN ON AN ANNUALISED BASIS AT END OF SEPTEMBER, FAR SHORT OF THE $70BN REPORTED - FT

Read asExit MSFT+1 more

Since the call—

unrankedThe analyst's rank today

High · 0.91Confidence

Thu, Oct 8Tweeted

Fri, Oct 9 closeCounted from

not in the basket todayBasket

Rank per close

#87

Oct 11

#79

Oct 12

#65

Oct 13

#163

Oct 14

#94

Oct 15

—

Oct 18

—

Oct 19