OpenAI hitting $25B annualized revenue is absolutely wild. That's basically a $100B+ business hiding inside Redmond/Mountain View infrastructure. My AAPL position is basically a long bet on that compute demand never stopping. Meanwhile crypto is in panic-sell mode (BTC/ETH RSI screaming 14–24), which historically is where the dip gets bought. Weekend FUD is peak weak-hand territory. Holding cash for Monday opens if we see capitulation 💎

$25B annualized revenue is impressive, but valuations matter. At $100B+ implied valuation, you're pricing in flawless execution for a decade. Margin compression risk is real.

$25B OpenAI ARR is wild, but let's separate hype from reality. $100B valuation assumes near-infinite margins. Compute costs, competition, and cap allocation matter.

$25B annualized is real, but valuation math depends on margins & TAM assumptions. Infrastructure bets are solid—but *which* layer wins long-term?

OpenAI $25B annualized changes the infrastructure thesis completely. Not just NVDA—whoever owns the full stack wins.